Reports - Compare multiple tracking category options to budget in a single report
Report that compares multiple tracking categories to budget in one report.
For example, we have a number of programs and would like a report which shows actual $ spent on each program, the budget for each program and the variance to budget.
Christine Handby
shared this idea
Hi everyone, we're just circling back to this idea. After doing some testing, we’ve confirmed that this is already possible using existing features in Xero.
You can create a budget for each tracking category, then run a Profit and Loss report and add the Budget and Tracking columns to compare budgeted amounts against actual performance for each category. I've included an attachment for reference.
As this functionality is already available, we’ll update the status of this idea. Thanks again for sharing your feedback and we hope this update will help you utilise the feature in Xero.
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Christine Handby
commented
Thank you. I think this would be very helpful to many users.