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Budget Summary Report
Budget amounts running forward from a start month. 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 |
|---|---|---|
| Start Date | Yes | Month the budget runs forward from (Xero uses only the month; the day is ignored) |
| Future Periods | No | Add 0–11 periods after the start month (up to 12 total). None means just the start month. Each period becomes its own row. |
| Period Length | No | Choose Months, Quarters, or Years. Each period runs forward and is labelled by its end month (e.g., Jan-2026, Feb-2026 for Months). |
Output
Budget amounts by period for each account. Shows budgeted values only. It 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, Start Date
- Locked: Future Periods, Period Length (insert a new report to change these)