How do I set up a budget in Xero?
Setting up a budget in Xero is an important step for any business or individual looking to track their finances. A budget can help you stay on top of your spending, plan for future expenses, and ensure that you are making the most of your money. With Xero's easy-to-use budgeting tools, you can quickly and easily set up a budget that works for you. Knowing how to set up a budget in Xero can help you stay organized and on top of your finances.
Grace Everwood
|
9 steps
|
29 seconds
Xero
1
Go to [https://www.xero.com/](https://www.xero.com/) and log in to your Xero account.
2
Click the "Accounting" tab at the top of the page.
3
Click the "Budgets" tab on the left side of the page.
4
Click the "Create Budget" button.
5
Enter a name for your budget in the "Name" field.
6
Select the financial year for your budget in the "Financial Year" field.
7
Select the budget type in the "Type" field.
8
Select the currency in the "Currency" field.
9
Click the "Create Budget" button.