Скачать или смотреть How to Create a Budget in Xero Manually | NPO Budgeting (South Africa)

Learn how to manually create a budget in Xero for your South African NPO, NGO, or non-profit organisation. This tutorial shows you where to find the budgeting area, how to set up a budget for the correct financial year, and how to capture budget amounts so you can track performance and report accurately.

Budgeting in Xero helps NPOs plan income and expenses, monitor spending, and produce clearer reporting for management, funders, and trustees. Once your budget is set up, you can run Budget Variance reports to compare budget versus actual results.

In this video you’ll see:
Where to find Budgets in Xero
How to create a new budget and name it clearly
How to select the correct financial year and period
How to enter budget figures for income and expense accounts
Tips for budgeting by month versus annual totals
Best practices for NPO budgeting and reporting

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This is part of Turning Point Chartered Accountants’ Xero tutorial series for South African NPOs, NGOs, and non-profit organisations.