Скачать или смотреть How to Add a Budget in Xero (2026 Tutorial)

How to Add a Budget in Xero (2026 Tutorial)

Adding a budget in Xero in 2026 helps you plan your finances, monitor performance, and compare actual results against your business goals. Xero allows you to create budgets by accounts, tracking categories, or departments for better financial control.

Steps to add a budget in Xero:

–Log in to your Xero account
–Go to Accounting → Reports → Budget Manager
–Click Add Budget
–Enter a budget name and select the financial year
–Choose the accounts or tracking categories to include
–Enter budgeted amounts for each period (monthly or quarterly)
–Review the budget summary for accuracy
–Click Save to create the budget

Tips for using budgets effectively in Xero:

•Update budgets regularly to reflect changes in your business
•Compare actuals to budgeted amounts to monitor performance
•Use tracking categories for more detailed budgeting
•Share budgets with your team for better planning
•Export budget reports for review or meetings

Adding a budget in Xero helps you plan ahead, track financial goals, and make informed decisions for your business in 2026.