I suggest you ...

Create Budgets plans and reports for the real and for the plan..

On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

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Arminstrong shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

55 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    Agreed, this is deal killer. This and the lack of payroll is why Books is subpar to the competition and is not currently an option for us. We are still using QB but would like to transition as soon as Books is ready for prime time. This is not currently accounting software as it does not have basic accounting functionality included.

  • Rashed Al-Yemni commented  ·   ·  Flag as inappropriate

    There is a massive difference between budgeting your expenditure and budgeting your sales. Yes we use CRM for budgeting sales. But we need to track our expenses on the same platform where we record them! Not for now seems not the proper answer to a request for a very essential feature to Books app. This is a deal killer for most companies.

  • Kyle Greenfield commented  ·   ·  Flag as inappropriate

    We have been evaluating ZOHO One and are incredibly impressed overall with the apps across the board. Most everything so far we have judged to be in the "brilliant" category. However, the lack of budgeting and US payroll features in Zoho Books is shocking and will probably be the deal killer for us. This is a major weakness and obstacle making the jump. I hope these features are added soon, as we are loving everything else so far.

  • Montgomery Business Solutions commented  ·   ·  Flag as inappropriate

    I think Zoho wants you to use their CRM, Projects, and Analytics products for budgeting and forecasting. These functions really are planning tools which need to originate from sales and management departments. Books is just the tool to track the ins and outs of your after-the-fact budgeting choices.

  • Goward Toliyaty commented  ·   ·  Flag as inappropriate

    I have my own business, which brings me a good profit. But all the same, money is very quickly spent on the purchase of new products for business. And I brought for myself such a tactic: money must be planned. It helps to save on something, to win on something. I just write down in my notebook https://onplanners.com/templates/budget-planner what I need to buy, how much to spend on it and what can I save on. So I get a plus!)

  • Jamie commented  ·   ·  Flag as inappropriate

    Why is this flagged NOT FOR NOW? There should be an official response at the top of the suggestion. I scrolled through several pages of responses trying to see a Zoho Response. Zoho Books team, this makes you all look very disorganized and unprofessional. You chose to setup uservoice for customer suggestions, so USE it. Your employees need to respond to customer comments here. (especially when a highly voted feature request is marked "not for now") smdh

  • Anonymous commented  ·   ·  Flag as inappropriate

    Yes, please do this.

    Need to be able to Budget and forecast!!

    Quick books has it but is at the highest tier package which is too much for our business right not. So her to deal with creating Projects for each month and manually budgeting for right now

  • Anonymous commented  ·   ·  Flag as inappropriate

    How is there no budget in zoho books? At least gives us an ability to 'project' expenses so that we can do a budget vs actual...

  • Anonymous commented  ·   ·  Flag as inappropriate

    We need to manage the budget. I have been using Zoho for many years and it has been a pending topic. My business is growing and I will be forced to leave Zoho soon or later if we do not have this feature.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Please consider reopening budgets - is such a long way around an requires outside programs to get budgets done.

  • JP commented  ·   ·  Flag as inappropriate

    HOW IS THIS STILL NOT A THING?!

    It has been YEARS and Zoho are still utterly silent on this request. Go through the forums, they have lost countless customers because of their utter refusal to implement something that their customer base is screaming out for. A feature that quite literally, all their competitors offer as standard. Its getting to the point of bring ludicrous now.

  • Paul commented  ·   ·  Flag as inappropriate

    Lack of a budgeting feature alone is stopping me from switching from QuickBooks.

  • Paul commented  ·   ·  Flag as inappropriate

    Yes, adding budgeting so budgets can be entered and then actual results compared to the budget would be EXTREMELY valuable.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Really interested in Zoho Books but want the Budgeting feature added to the features. It’s a “must have.” As many requests as there have been, I am not understanding why this isn’t being made a priority, especially since it’s a natural fit for Zoho Books. The amount of business being lost to competitors over the absence of this one feature does not make good business sense.

  • Ken commented  ·   ·  Flag as inappropriate

    As robust and flexible as Zoho is I was very surprised to not budgets in Zoho Books. This is becoming a deal breaker as my clients are looking for other alternatives.

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