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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  ·  delete…  ·  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 it.

   We’ll be sure to post an update here if our position for this idea changes.

   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… more

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   Harriet Foxon commented  ·  20 October, 2023  ·  Edit…  ·  delete…

   It would be good to hear if there is any update on this. I spend hours externally to Xero trying to consolidate budgets to create variance reports. It would be great if not only would it auto consolidate into a master, but if you could choose individual budgets to consolidate too, I.e We have 2 retails functions which have their own budgets, and online sales etc, but we also need to look at the overall retail function variance which incorporates all 3 budgets, and it takes me ages to download the variance reports then merge them together, it wastes so much time.

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   Harriet Foxon supported this idea  ·  25 February, 2023