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  1. Reporting | Budget Manager - Customise report layout

    211 votes

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

    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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    Rachel Harley commented  · 

    To have the ability to add in lines to the budget manager is very important - we currently can't see business loans as an amount to budget for, so are having to add figures where they shouldn't be. This means we can't compare back to actual figures through out the year. I would love to see customisation available sooner rather than later!

    Rachel Harley supported this idea  ·