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  1. Budget - Enter budget as a yearly option

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    14 comments  ·  Reports & tax » Budgets  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, thanks for all your feedback it clearly explains why monthly entry can be a poor fit for organisations that plan annually.

    Our new Budgets experience is in early access, and supports defined start and end dates and longer planning horizons. While annual target entry and automatic spreading across months aren't within the initial release, we have plans for adding more complex formulas for adjustments and populating your budget values. I'll come back to share more as this work progresses.

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    Andrew Pope commented  · 

    +1. Our non-profit org budgets annually, so we cannot currently use Xero for budget planning or tracking. We would use the feature if Xero built it.

    Andrew Pope supported this idea  ·