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162 votes
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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Bethany Haughey
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4 votesBethany Haughey
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3 votesBethany Haughey
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83 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
An error occurred while saving the comment Bethany Haughey
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I want to be able to export the money in and money out data in the short term cashflow into Excel, maybe one tab for money in and another for money out. This will make it fair easier for me to be able to see any potential duplicates, for example where I have manually added an item ahead of a bill being received from the supplier.
Bethany Haughey
supported this idea
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There is a risk of errors where I need to upload budgets per tracking category and then another budget which sums them all together for an overall budget. I have no way of checking that the tracking category budgets actually total the overall budget total. It also means I have the data in the system twice - once in the tracking category budget and then again as part of the overall budget. This is messy !