Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Budget Manager - Compare actuals for 9 months

    9 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

    0 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
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    We’ve seen your feedback on Budget Manager—thanks for sharing it. A 9-month actuals option could support quarterly forecasting.

    This idea has been moved to Gaining support, so the community can vote and comment. If this would help your team too, sharing how you’d use it can give the product team more context and help the idea gain traction.

    We’ll let you know when this progressed.

    Lauren Schnitzerling supported this idea  · 

  2. Xero Analytics - Add widget to track actuals vs budgets

    24 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

    1 comment  ·  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
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.

    You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.

    If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.

    We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks

    Lauren Schnitzerling shared this idea  ·