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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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    Hamish Thomsen commented  · 

    I can't quite see why this is so hard to add in a few extra lines into the Budget manager (and Cashflow Forecast reports), i.e. add in a new section into the budget manager called 'Less Capital Items', then we can account for drawings, tax, hire purchase or loan repayments, etc in the budget??

    Most of my clients want this feature and quite often either banks or brokers are after forecasts to account for ALL cash items (not just income and expenses)...

    Hamish Thomsen supported this idea  ·