Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Reports & tax » Budgets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly M (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 🙂

    An error occurred while saving the comment
    Amy Sporn commented  · 

    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.