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  1. Reporting | Budget Manager - Customise report layout

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    117 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.

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    Chrissy Capell commented  · 

    Please could you make budgeting more flexible! This should be a priority at Xero Development. I would like to create a budget report with, say 10 months of actuals (July to April) and 2 months (May to June) of budget figures to forecast interim accounts. Currently Xero only offers 3, 6, or 12 months of budget figures, why are you not able to offer a flexible number of months? Also, I would like to be able to select General Ledger accounts that appear on the budget report.

    Chrissy Capell supported this idea  ·