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1. Budget manager - Ability to extend periods by more than 12 months

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   5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

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   Amy Sporn commented  ·  08 January, 2025  ·  Edit…  ·  delete…

   Can you please make the 3+ year budget / forecast available within Xero not just via the import feature, if you have to manually input the budget figures Xero only allows 2 years to be entered not the usual 3 year forecast.

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