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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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   Ian Maith commented  ·  13 April, 2023  ·  Edit…  ·  delete…

   What is the point in allowing people to create budgets for tracking categories if you can't then track them against actual spend for that tracking category - its utterly pointless and completely wastes users time.

   This should be a basic function of an accounts system, and is not the first thing I've come across in Xero that has been completely half-done.

   These things need to be addressed if you want Xero to be taken seriously as an accounts package provider.

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   Ian Maith supported this idea  ·  13 April, 2023