Xero Budget Variance Report

Is it possible to have a template for the Xero report called “Budget Variance” it shows actuals for the month verse budget, and YTD actuals verse YTD budget.

It can be sliced by tracking / department options ?


Hey @bradw,

Sorry just seeing these 1-by-1…

Yes, absolutely! This is a common use of DataDear, I just recommended you have a look at the expert solutions templates, this one does exactly what you’re after, has an automated way of feeding your budget/forecast data into your reports and works with tracking options, for groups too.

You can download a demo version of this from our templates library to get a feel of this report, everything can be completely tailored working with Clarity and would be a couple of clicks to refresh/roll forward each period.


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