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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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    Pavan Soomal commented  · 

    We have budgets for expenses and fixed assets. If Xero were to facilitate balance sheet nominals on budget reports, this would make our life so much easier.

    It does not make sense to have a separate budget on excel for balance sheet items, you should be able to have one budget report with all the nominal codes that will be used for that budget.

    We need to present the report weekly so having to use both excel and Xero will be unnecessary time spent.