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208 votes
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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Stuart McDonell
commented
I want to be able to use a P/L report format which I use every month when preparing the budget, but I am stuck with the budget manager standard format. Why cannot I reformat the format the budget manager uses?
An error occurred while saving the comment Stuart McDonell
commented
'Many earlier comments about the line format in the budget module needing to be able to be edited to be the same as the P/L reporting.
Why cannot the budget module have the same (line) editing function as the P/L reporting please? Including sub totals for account groups (eg HR costs, travel, occupancy etc) where ever you want/need them.
MAJOR SHORTFALL!
Why cannot we use a customised format we have already developed say for a P/L report then in the budget manager (import the format). Developing a budget in the format that you view your regular reports makes so much more sense than this very (stupid) fixed format forced on the user but people who do not use the system!