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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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  • 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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