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

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   11 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (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 🙂

   Celia Parry supported this idea  ·  10 February, 2026
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   Celia Parry commented  ·  10 February, 2026  ·  Edit…  ·  delete…

   Please can you include an option to be able to view the budget further than the previous 12 months. I am trying to compare my full FY 2025, year-end 31 December 2025 to my full year's actual to report to our Board of Directors. Currently the Budget Manager in Xero only allows you to go back 12 months from the current date. I am therefore unable to generate the report required by my Board.

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