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

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    86 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.

    We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.

    Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.

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    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.