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  1. 208 votes

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    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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    Xero Subs LW commented  · 

    Would be great to put in assets/liabilities into the budget manager, as assets/liabilities are not income/expenses for accounting purposes, but in a budgeting sense, spending money on office equipment or mortgage payments is still an expense that people would like to make estimates for.

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  2. 4 votes

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  3. 23 votes

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  4. 54 votes

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  5. 22 votes

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  6. 12 votes

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  7. 21 votes

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  8. 67 votes

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    Thanks for signalling your interest and sharing with us through this idea, team.

    We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.

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  9. 169 votes

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    Xero Subs LW supported this idea  ·