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  1. Reporting | Budget Manager - Customise report layout

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    113 comments  ·  For small businesses » Accounting features  ·  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. 

    Jane Buck supported this idea  · 
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    Jane Buck commented  · 

    Please add in a way to customise the budget on the budget management tool. Would be ideal to add new rows, delete unwanted rows, change data and be able to separate the nominal codes from the description. Also, if there was a way to add say 2% from the average of the past 12 months to the next 12 month projection, that would be amazing! :) thank you.