Quick summary
Xero's Budget Manager lets you create and save a custom budget directly from the Accounting menu in just a few clicks. This step-by-step walkthrough covers everything from navigating to Reports to entering your budget details and saving them to your account.
Steps
- From Xero's main dashboard, click Accounting in the top menu bar.
- Select Reports from the dropdown list of options.
- Click Budget Manager from the Reports page.
- Tap the drop-down menu under the Select Budget section.
- Click Add New Budget to proceed.
- Enter a unique budget name into the input field, then click Save.
- Fill out the input fields with all required budget information.
- Review your entries and click Save to confirm.
- Your new budget is now created and added to your Xero account.
