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Reporting - Budgets by tracking category to integrate with master overall budget

Ability to integrate budgets by tracking categories with the master overall budget.

Purpose: Because it can automatically flow through the master budget, so users don’t need to manually reconcile during this process.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.

As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.

While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of it.

We’ll be sure to post an update here if our position for this idea changes.

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  • Pauline Fairley commented  ·   ·  Report

    I would have thought this a basic requirement for any budgeting & reporting system

  • PVW Partners commented  ·   ·  Report

    So needed and thought it would be an easy to add option

  • M Fisher commented  ·   ·  Report

    Surprised that such a basic function not there already.

  • Holly Mapletoft commented  ·   ·  Report

    This would be extremely useful I am having to do all separate budgets and an overall budget manually at the moment

  • Fiona McDonald commented  ·   ·  Report

    This makes complete sense to me and would save time - any readjustments would then automatically flow through to the master overall budget.

  • Mark Rudd commented  ·   ·  Report

    I have been requesting this feature for a number of years now and have even spoken to Xero development team about some ideas in how to implement

  • Jason Yourk commented  ·   ·  Report

    Yes, I would find this to be a very helpful function.

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