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

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    68 comments  ·  For small businesses » Accounting features  ·  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…

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    Errol Peters commented  · 

    A basic feature essential for financial management of any business.Clients are extremely surprised when they learn the Xero does not have it. Its like working with an arm cut off.

    It is for this reason I cannot recommend Xero to clients with multiple departments.

    Errol Peters supported this idea  · 
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    Errol Peters commented  · 

    Very important feature required.