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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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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

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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  ·