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

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    69 comments  ·  Reports & tax » Budgets  ·  Admin →
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    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.

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    Lizzie Faulkner commented  · 

    Just playing with the free trial now, and I'm stunned to see I have to calculate my overall budget in a spreadsheet and then import it separately. How has this been flagged for so long without any action? What's the point of software if you have to do everything in Excel alongside it? Unclear what value Xero adds here.

    Lizzie Faulkner supported this idea  ·