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  1. Reporting: Budget - Add Budgets for Balance Sheet accounts

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

    Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.

    We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.

    Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.

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    Stephanie Bosch commented  · 

    We need Xero to facilitate balance sheet budgeting. It does not make sense to track actual vs budgeted capital expenditure on external spreadsheets, whilst operational performance can be tracked in Xero.
    Please include this with the next product update.

    Stephanie Bosch supported this idea  ·