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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  ·  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…

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    Trey Pruitt commented  · 

    I created an app to solve this specific problem. Takes less than 5 minutes to consolidate multiple Xero tracking budgets, view a consolidated P&L, and import an Overall Budget into Xero. Saves me a lot of time and reduces manual errors. Plus, I can use Xero for budget reporting rather than learning another tool.

    You can try it out here: https://www.budget-consolidator.com

    Trey Pruitt supported this idea  · 
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    Trey Pruitt commented  · 

    Managing Xero budgets in Excel wasn't working for me (too much time, potential errors, etc). So I created a tool to solve this problem.

    It now takes me less than 5 minutes to consolidate multiple tracking budgets into an "Overall Budget".

    You can try it out here: https://www.budget-consolidator.com