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  1. Balance Sheet Tracking Categories

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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    Laura Catlett commented  · 

    I need this too. I have a parent-child subsidiary, but the sub is not wholly owned by the parent, so I need separate balance sheets, but they share the same bank account. Since Xero is driven by the bank reconciliation, not journal entries, I need to use one client company and utilize a tracking category for the sub, and the tracking options to track different P&L elements within each entity. What is the work around? I'm setting up these two companies, but when writing a manual journal entry to reclass conversion balances between the two entities, and it does not appear to be possible. I ran all this by the "expert" before I started, have an email with his instructions. He never told me the last step, the manual journal entry, isn't possible. Yes, Please. Tracking Categories need to have the ability to be used for the entire financials, not just P&L.

    Laura Catlett supported this idea  ·