Better Budgeting in Xero

XERO has been updated this weekend and there is a nice new feature for those that use the budget feature. You can now extract actuals from Budget Manager into Excel apply your own budget model and then re-import the results back into XERO as a future budget.


This product update might be useful if you are looking at basing a budget on your historic performance. It will allow you to extract the data, manipulate and summarise it and then build your new forecast.

It’s certainly something I’ll be looking at … will report back.

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