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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.
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Bethany Haughey
supported this idea
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85 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
commented
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 !