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

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    77 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.

    The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.

    I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.

    Please keep the ideas and feedback coming to show your support for this idea. 

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    carole charmley commented  · 

    we are new to zero,this is a game changer to whether we stay.
    we require to see a rolling cash flow with bank balance and the budget alongside to project what would happen i.e say we bought a large item how it would effect the rest of our year,the lliabilities and assets need to be included

    carole charmley supported this idea  ·