Back to Reports
Budget Summary Report
Budget amounts at a point in time. Shows budgeted values by account for review and performance tracking.
Shows your Overall Budget only
This report only shows your Overall Budget— the main budget in Xero. It won't pick up other budgets you've created, like a separate forecast or a budget for one team or region. To pull one of those, use the =XO.BUDGET()formula and type the budget's name.
Parameters
| Parameter | Required | Description |
|---|---|---|
| As of Date | Yes | Point-in-time snapshot date |
| Show | No | Number of periods to show (1–12). Each period becomes its own row in the output. |
| Frequency | No | Period grouping — Monthly, Quarterly, or Yearly. Determines the Date labels (e.g., Jan-26, Feb-26 for Monthly). |
Output
Budget amounts by period for each account. Shows budgeted values only — does not include actual figures or variance calculations. To compare budget vs actuals, insert a P&L report alongside and build your own variance column in Excel.
Tips
- Use alongside XO.BUDGET and a P&L report to build budget-vs-actual comparisons
- Use for monthly budget reviews and forecasting
- Compare with P&L report for comprehensive budget tracking
After Creation
Some settings can be changed after inserting a report; others are locked because they affect the output structure.
- Editable: Organizations, Date Range
- Locked: Show, Frequency — insert a new report to change these