How to Import Xero budget (scenario layer)


Using the scenario layer option it is possible to import the Overall Budget from Xero into Float and display this in the cash flow. However, we always recommend you start budgeting from scratch in Float by clicking into individual cells, or using Quick Budget Edit.

Select the scenario dropdown followed by 'Add scenario layer' which will generate the following popover.

In the 'Scenario base layer' dropdown you will find the option to use the Float Base scenario (Base) along with the option for the Overall Budget from Xero.

By selecting 'Xero Overall Budget' the budget from Xero will be imported into the cash flow as the base scenario of the layer. The changes you make to the layer won't impact the budget figures that have been imported from Xero and these will remain unchanged on the base layer. It's not possible to change the Xero budget figures directly in Float, these would need to be updated in Xero. It's also not possible to export the budget from Float directly into Xero.

Now that you've set up the new scenario let's get to grips with scenario layer budgets.


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