Skip to content

Settings and activity

3 results found

  1. 17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Marcus Daff supported this idea  · 
  2. 160 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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
    Marcus Daff commented  · 

    Has been a failing for too long. Xero, please address this issue.

    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.

  3. 8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Marcus Daff supported this idea  ·