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9 votes
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Damien Deery
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18 votesDamien Deery
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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.
An error occurred while saving the comment Damien Deery
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Paul-John Mudie commented
· May 31, 2023 11:41 · Report
"Xero Team shared this idea February 18, 2013"10 years later... yawn.
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I've heard yawning is contagious. If we all yawn enough eventually xero will grow tired and just get it done
Damien Deery
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Hey Marianne I have just come across this issue and found a quick resolution. You can highlight the text above the table, where it says "Total" and Status". You can then drag down to the bottom of the table of data, copy and paste into a spreadsheet and there you have it.
It took me grabbing one of our software developers and me showing him the issue for me to then just highlight above it and get the resolution myself!