Settings and activity
9 results found
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18 votes
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kirsten Reid
supported this idea
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70 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
An error occurred while saving the comment kirsten Reid
commented
A must have!
kirsten Reid
supported this idea
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230 votes
Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
·
An error occurred while saving the comment kirsten Reid
commented
A must have!!!
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73 votes
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
·
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225 votes
Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.
We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.
Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
·
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7 votes
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
·
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53 votes
An error occurred while saving the comment kirsten Reid
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Users: Please also vote for this Idea to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
·
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40 votes
Hi all, we understand why seeing annual budget figures in the Account Watchlist would make monitoring easier. We're rolling out new Analytics Budgets that's currently in early access. This new solution doesn't feed into the watchlist just yet. However, this is something we have plans for and will keep you updated of progress here.
An error occurred while saving the comment kirsten Reid
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Users: Please also vote for this Idea to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
·
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175 votes
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.
kirsten Reid
supported this idea
·
An error occurred while saving the comment kirsten Reid
commented
This is crucial. Why set up tracking categories e.g. Deprtments if we can't get Budget v Actuals to monitor them!? e.g. Staff wages costs by Dept as set up within Xero Payroll. Many thanks for your urgent attention to this
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Also in the Budget variance report please.