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20 votes
Hi community, we recognise how complex budgeting can become across departments, and different areas of a business. We have a new Budgets experience available with Xero Analytics that supports tracking category filters and can populate a budget from actuals for a selected tracking category. At this stage, selecting multiple options within a category in one budget hasn't been developed. We're keen to continue to gather interst in this idea as we grow out this experience.
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Growing Communities
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70 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
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commented
we would love this too. We have 5 departments, so adding a tool to combine these budgets without having to type it all in again, would be brilliant. Quickbooks offer this.
Growing Communities
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It would be useful for the AI tool or even just a standard report to check if Department matched Budget. E.g. we have a Central department and all Central budgets start with Central. E.g Central: Stationery, Central: Web services. Or alternatively Xero to automatically allocate all Stationery purchases to Central Dept.