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4 votes
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202 votes
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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Collin Corso
commented
Wild that balance sheet accounts cannot be included in budgets. It really cuts the legs out from under the budgeting tool and makes it almost pointless.
This is really needed Xero.
Collin Corso
supported this idea
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15 votesCollin Corso
supported this idea
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Love this idea.
I'll add that the budget should be expanded to represent the balance sheet - specifically capex and debt principal.