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We need to create two additional columns in the Xero Invoices sheet: Account Name and Payments Month. Now we can fill in the Income and Costs sheets with the imported raw data.
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Also, you can use the JSON integration by Coupler.io to connect to JSON APIs and fetch data from the sources that are not currently on the list.įeeding the Xero raw data into the budget plan
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It provides a number of ready-to-use integrations, such as Xero, QuickBooks, HubSpot, etc. In our case, we opt for Coupler.io – a data integration solution to automate exports of data from multiple sources to Google Sheets, Excel, and BigQuery. However, you can use another source to load data to your budget template. Data about Xero Accounts is needed to categorize costs and revenues by type. Xero Invoices contain all the information about costs and revenues. Load data from Xero or another source to Google Sheetsįor this Google Sheets budget template, we imported data from Xero, namely Invoices and Accounts. Each row contains a specific type of cost/income source the ending row shows the total value.Column S – the amount of costs/income per year.Columns B to Q – breakdown of the amount of costs/income by months and quarters ( columns E, I, M, and Q).Column A – the name of costs/income source.Both sheets will look identical, with just a difference in naming: This is required to arrange data imported from Xero. We decided to use separate sheets for both the Income and Costs sections. Income and Costs tab in Google Sheets budget template Now we’re going to explain what the template consists of and how you can synchronize it with your Xero account. Ours were to build an annual budget, integrate it with Xero, and visualize the budget balance. Here is a business budget template Google Sheets, which you can download and adjust for your requirements. Simple budget template in Google Sheets: DIY and integrate with Xero In this blog post, we’ll figure out why and how to build a budget plan in a spreadsheet. This is a sweet-spot solution, especially if you already use an accounting app, such as Xero or Quickbooks. Budgeting can be done in different ways, including the use of dedicated software. So, you can track how much you spend to avoid sinking into a debt pit. It allows entrepreneurs to plan their future expenses and balance them with income. A budget is an estimation of business costs to revenues for a certain period.