How to Create a Budget in Xero

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

1. From Xero's main dashboard, click Accounting in the top menu bar.
2. Select Reports from the dropdown list of options.
3. Click Budget Manager from the Reports page.
4. Tap the drop-down menu under the Select Budget section.
5. Click Add New Budget to proceed.
6. Enter a unique budget name into the input field, then click Save.
7. Fill out the input fields with all required budget information.
8. Review your entries and click Save to confirm.
9. Your new budget is now created and added to your Xero account.