Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reporting: Budget - Add Budgets for Balance Sheet accounts

    207 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

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

    Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.

    The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.

    I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.

    Please keep the ideas and feedback coming to show your support for this idea. 

    An error occurred while saving the comment
    Karen Evans commented  · 

    Balance Sheet Budgets are critical for our business because as a developer, all our development costs sit in the B/S until sale when they are then brought to P&L which can be up to 2 years. So, we really need a Balance Sheet Budget to see how our Actuals are tracking against these Budgets. Banks are also more and more asking for P&L, Balance Sheet and Cashflow Budgets so would be really helpful to be able to get them all from Xero.