Settings and activity
3 results found
-
17 votes
Marcus Daff supported this idea ·
-
160 votes
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…
Marcus Daff supported this idea ·
An error occurred while saving the comment An error occurred while saving the comment Marcus Daff commented
Every year when annual budgeting occurs and during the year when re-forecasting, my love of Xero plummets as I sigh at having to prepare tracking category budgets as well as bringing this altogether manually into the overall budget. A big time commitment and huge potential for errors.
-
8 votes
Marcus Daff supported this idea ·
Has been a failing for too long. Xero, please address this issue.