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

    222 votes

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    83 comments  ·  Reports & tax » Reporting  ·  Admin →
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    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. 

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    Brian Tapson commented  · 

    Budget Manager - Add Balance Sheet Items to Budget.
    - It makes no sense that one can't budget for balance sheet items.
    - The purchase of assets and repayment of loans, etc., have to be budgeted for and reflected in the budget actual vs budget reports.

    Brian Tapson supported this idea  · 

  2. Short term cashflow to integrate with budget

    6 votes

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    submitted  ·  0 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Brian Tapson supported this idea  · 

  3. Budget Manager - Ability to add Notes

    30 votes

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    submitted  ·  5 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Brian Tapson supported this idea  · 

  4. Budget Manager - Extend Budget Manager view to show all 12 months on a single screen

    13 votes

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    0 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

    Thanks Cecily, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

    Brian Tapson supported this idea  · 

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

    42 votes

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    1 comment  ·  Reports & tax » Budgets  ·  Admin →
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    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

    Brian Tapson supported this idea  ·