Budgets and forecasting from Xero : Joiin Help Centre

R

Richard

started a topic over 4 years ago

Anybody able to share some thoughts on this process? I'm not finding this as easy a process as I was hoping to.

J

June Sinclair

said over 4 years ago

It would be great to be able to replicate the Current Financial Year report in Xero with Actuals plus budget for the remaining year.

Harry Symons

said about 3 years ago

Hi June, this is definitely something we have 'earmarked' for the future, I will be sure to keep you and the forum updated on our progress.

Cheers,

Harry :)

Harry Symons

said over 1 year ago

Hi June,

I wanted to let you know that the feature you requested in this ticket has now been added to Joiin 'Forecasts/ Budgets as Actuals' for future months.

Now you can choose to view Budget/Forecast figures for future months alongside Actual figures for past months, with the Total column showing the sum of both.

(Take a look at the attached GIF for how this might work)

This is similar to the Xero Current financial year-by-month – actual and budget report format. Simply select the Actual & Budget option from the Budget toggle dropdown to see this view.

Thank you very much for your input on this one, we hope you like it, if you have any feedback about this new implementation please do not hesitate to share it with us.

Kindest regards,

Large GIF (1...

(1.43 MB)