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XO.BUDGET
Get budget amount for an account over a date range. Use for variance analysis (Actual vs Budget).
Syntax
=XO.BUDGET(org_id, budget_name, account, start_date, end_date)
Parameters
| Parameter | Required | Description |
|---|---|---|
| org_id | Yes | Organization ID from XO.ORG() |
| budget_name | Yes | Budget name as defined in Xero (e.g., "FY2024 Budget") |
| account | Yes | GL account code (must be P&L account) |
| start_date | Yes | Period start date |
| end_date | Yes | Period end date |
Budget Types in Xero
- OVERALL budgets - Company-wide budgets (e.g., "FY2024 Budget", "FY2025 Forecast")
- TRACKING budgets - Per-region or per-department budgets (e.g., "FY2024 North Region")
Note: Xero budgets only apply to P&L accounts (Revenue and Expense). Balance Sheet accounts do not support budgets.
Examples
Overall company budget:
=XO.BUDGET(A2, "Overall Budget", "4000", C1, D1)Tracking budget by region:
=XO.BUDGET(A2, "FY2024 North Region", "4000", C1, D1)Variance Analysis Example
| Account | Actual | Budget | Variance |
|---|---|---|---|
| 4000 | =XO.BALANCE(A2,"4000",C1,D1) | =XO.BUDGET(A2,"Overall Budget","4000",C1,D1) | =B2-C2 |
| 6200 | =XO.BALANCE(A2,"6200",C1,D1) | =XO.BUDGET(A2,"Overall Budget","6200",C1,D1) | =B3-C3 |