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1. Chart of Accounts - Assign a Tracking category

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   32 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

   We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

   While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

   We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially needs work under the hood to enable new functionality like you're asking, and this isn't in our plans for the time being. 

   We sincerely thank you for your feedback, and will continue to track how the votes on this idea trend. If there are any updates to share we will let you know, here. 

   Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

   We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

   While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

   We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially… more

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   Tracy Dean commented  ·  28 April, 2026  ·  Edit…  ·  delete…

   Ability to add Tracking Category in Chart of Accounts

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   Tracy Dean supported this idea  ·  28 April, 2026

2. Project - Reference field

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   4 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your idea, and letting us know the changes that matter most for you.

   We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

   Tracy Dean supported this idea  ·  28 April, 2026