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  1. 155 votes

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    Brijal Shah supported this idea  · 
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    Brijal Shah commented  · 

    As a Xero user, its Budget Manager function would be more useful to our organisation if we could edit and choose the categories, be it a P&L item or a balance sheet item.
    We have quite a bit of Research and Development which go to the balance sheet and there is no option to allocate a budget to that area.

    Alternatively, if a generic budget could be created where just a lumpsum amount is allocated it could be helpful as we have intergraded ApprovalMax to Xero - This would allow us to report on which classification of expense is using the budget. Kind of like reverse tracking of the budget vs actual.

    Having flexibility on budget tracking, to match it individual organisational needs, would make this function more usable and attractive to consumers like myself and others who have complained about this.