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  1. Budget Manager- Ability to transfer the data from one budget to another

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    2 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your engagement here. We understand the time involved in recreating budgets each year.

    Our new Analytics Budgets makes it easier to create budgets from actuals, it supports multiple budgets, and there is the option to extend the budget period up to 5 years.

    Being able to directly copy or transfer from one budget to another isn’t currently available. Import and export work is part of the future direction, and we’ll be sure to update here if there's any news around this, for you all.

    Justin Joseph shared this idea  ·