Settings and activity
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204 votes
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Michelle Black
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14 votes
Appreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods.
You'll just need to make sure to format the dates in your import file - more on this here.
If you'd like a practice run, try it in the demo company before importing into your own org 🙂
An error occurred while saving the comment Michelle Black
commented
Also, many financial institutions would like to see a 5 year budget these days
Michelle Black
supported this idea
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Really need to be able to budget for non P&L items like loan repayments and asset purchases/sales. Reaaly needs to be able to flow through to a cashflow format, as well as the basic P&L