XERO LEARNING CENTER

Budget Manager in Xero

With Budget Manager in Xero accounting software, you can quickly prepare comprehensive budgets and compare against performance on selected periods.

Set up an overall budget

Select your start date, the period you want the budget to cover, and enter budgeted amounts into each account field.

Enter budgeted amounts

You can fill out rows automatically using a simple formula. Click into the box you want to base formula on, then click the green arrow to start.

Set up a new budget with or without tracking

You can use the Budget Manager worksheet to set up a budget for each of your tracking categories. You can also follow these steps to create new budgets without tracking.

Create a new budget based on an existing budget

You can’t create a copy of an overall budget, you can only copy additional budgets you have set up.

Is Xendoo right for you?

We support thousands of small businesses with their financial needs to help set them up for success. Want to get in on their secret? Learn more today.

Is Xendoo right for you?

We support thousands of small businesses with their financial needs to help set them up for success. Want to get in on their secret? Learn more today.