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

    160 votes

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    68 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Natalia Zakrzewska commented  · 

    we really need this
    budgeting by tracking categories within the nominal code

    Natalia Zakrzewska supported this idea  · 

  2. Budgets - Import Tracking budgets

    18 votes

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    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Natalia Zakrzewska supported this idea  · 
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    Natalia Zakrzewska commented  · 

    Hi Xero

    we really need that to be developed please.
    budgeting by tracking category.

    please!