Enter your idea

We just moved from QB to Xero as the former lacks custom reporting but I feel like we may actually have gone backwards as I'm having to spend so much time reconciling the sum of tracking budgets to departmental budgets - rolled up budgets should be standard functionality.

It would be good to hear if there is any update on this. I spend hours externally to Xero trying to consolidate budgets to create variance reports. It would be great if not only would it auto consolidate into a master, but if you could choose individual budgets to consolidate too, I.e We have 2 retails functions which have their own budgets, and online sales etc, but we also need to look at the overall retail function variance which incorporates all 3 budgets, and it takes me ages to download the variance reports then merge them together, it wastes so much time.

Has been a failing for too long. Xero, please address this issue.

This is crucial. Why set up tracking categories e.g. Deprtments if we can't get Budget v Actuals to monitor them!? e.g. Staff wages costs by Dept as set up within Xero Payroll. Many thanks for your urgent attention to this

Some aspects of our business need their own PL and budgeting.
These then need to roll up to the overall single ABN and to have it auto consolidated is very much a need.

We have over 40 practices and growing that are monitored by tracking category - this would save me having to create over 40 custom reports showing each month vs individual budget for each site accountant

Has there been ANY update on this idea? Xero is becoming increasingly unusable as we need to easily be able to import budget figures into our ledgers by account code and tracking category so they flow into the master overall budget.

Managing Xero budgets in Excel wasn't working for me (too much time, potential errors, etc). So I created a tool to solve this problem.

It now takes me less than 5 minutes to consolidate multiple tracking budgets into an "Overall Budget".

You can try it out here: https://www.budget-consolidator.com

So far setting up the budget in Xero has taken me far far too long, i should have been able to complete this in a couple hours, rather than it taking me days to set up as I'm having to go load each department, then checking each, against the full company. We should be able to upload one file, with each account, and each tracking account, and then report on it. Please fix.

this was only raised TEN YEARS ago.

Xero don't bother to action anything we ask for even if it's over 300 votes. They just like to make things look pretty. The 'enter your idea' is just a way to make themselves look like they 'value' the customer.

This is critical, interest to know how many votes are needed before this is actually actioned?

Yes, this would be great to have one budget imported, but be able to split GL code amounts by the various tracking categories as required.

Please make this a top priority, it seems simple and is so important to our business.

Please make this a priority. It would set you apart from QBO.

Every year when annual budgeting occurs and during the year when re-forecasting, my love of Xero plummets as I sigh at having to prepare tracking category budgets as well as bringing this altogether manually into the overall budget. A big time commitment and huge potential for errors.

Budget by project/tracking category useless without being able to bring together into an overall budget for the organisation. Get sorted!!

What is the point in allowing people to create budgets for tracking categories if you can't then track them against actual spend for that tracking category - its utterly pointless and completely wastes users time.

This should be a basic function of an accounts system, and is not the first thing I've come across in Xero that has been completely half-done.

These things need to be addressed if you want Xero to be taken seriously as an accounts package provider.

Xero Central, can you let us know if you are looking as this function, it is a critical function and many people need it.

Please look at this. Will save a huge amount of time, and eliminate errors

We have over 70 Cost Centre's in the tracking category, so manually reconciling is time consuming.