Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    175 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    69 comments  ·  Reports & tax » Budgets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.

    We understand the appetite here and will continue to review this idea in future planning.

    If there are any changes we'll let you know here.

    For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.

    Jodie Wainwright supported this idea  · 
    An error occurred while saving the comment
    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.