Settings and activity

1 result found

1. Budget - Select multiple tracking options when creating budget

   6 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.

   It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.

   An error occurred while saving the comment
   Simon Lee commented  ·  28 January, 2025  ·  Edit…  ·  delete…

   Again, similar idea but slightly different. To try to explain:
   We are not using the 'project' capacity in Xero. To avoid confusion I'll refer to our projects as 'missions'.
   Our tracking categories are "unrestricted" and "Restricted"
   Tracking options are different funding streams, so in restricted this might be "Grant X" and "Grant Y"
   We have a mission that is funded by Grant X and Grant Y and would like a budget for the whole mission. How do I achieve this? Sometimes missions are funded by numerous funds, including, if necessary, funds from Restricted and Unrestricted Categories.
   Thanks!
   Simon

   Save Submitting...
   Simon Lee supported this idea  ·  28 January, 2025