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With Budget Manager in Xero accounting software, you can quickly prepare comprehensive budgets and compare against performance on selected periods.
Select your start date, the period you want the budget to cover, and enter budgeted amounts into each account field.
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.
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.
You can’t create a copy of an overall budget, you can only copy additional budgets you have set up.
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