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

    175 votes

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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.

    David Eagle supported this idea  · 
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    David Eagle commented  · 

    We currently have to manually do this process offline via Excel after downloading P&L by Tracking Category, then entering these extracted figures against individual Projects (Tracking Categories) into Excel budget sheets. The data entry and reconciliation is very labor intensive.

  2. Profit and Loss - Filter tracking category by actual and budget

    53 votes

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    submitted  ·  13 comments  ·  Reports & tax » Reporting  ·  Admin →
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    David Eagle supported this idea  ·