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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Lorna Phipps commented
Ability to use the Overall Budget / new budget with the tracking category so that Xero adds up the tracking categories. Currently you have to manually calculate the total in eg excel and import. I haven't found an app that does this. Fathom charges per category for budgets which is too expensive.
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Maya Kemp commented
I don't see the point in having tracking categories and nothing to compare them with. It would reduce the amount of manual work needed to produce reports as well
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Neil Kagan commented
Please get this sorted and enable consolidation. It is very critical.
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Bill Sleeman commented
This would be logical and reduce need to input overall budget
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Jodie Wainwright commented
We don't use Xero budgets for this very reason. Currently if we update a budget at category/job level we would then be required to manually update the budget at an organisation level. So we still keep our budgets in excel - I imagine that this feature would be needed across many organisations and would a real selling feature around increased productivity.
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Sharon Haslop commented
This would be extremely helpful
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Rowena Bowes commented
Reporting - Budgets by tracking category to integrate with master overall budget
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Pauline Fairley commented
I would have thought this a basic requirement for any budgeting & reporting system
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Errol Peters commented
Very important feature required.
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PVW Partners commented
So needed and thought it would be an easy to add option
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M Fisher commented
Surprised that such a basic function not there already.
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Holly Mapletoft commented
This would be extremely useful I am having to do all separate budgets and an overall budget manually at the moment
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Fiona McDonald commented
This makes complete sense to me and would save time - any readjustments would then automatically flow through to the master overall budget.
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Mark Rudd commented
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
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Jason Yourk commented
Yes, I would find this to be a very helpful function.