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

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    69 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.

    We understand the appetite here and will continue to review this idea in future planning.

    If there are any changes we'll let you know here.

    For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.

    An error occurred while saving the comment
    Sharon Koh commented  · 

    Dear Xero Product Team,

    I am writing to feedback on a limitation in Xero's Budget Manager. Currently, budgets can only be viewed individually with no option to consolidate selected budgets into a single report.

    Our organisation manages multiple Work Initiatives (e.g. Moving, Bakery) each with their own budget in Xero. We need the ability to select and consolidate specific budgets to view combined Budget vs Actual performance in one report — without manually aggregating in Excel.

    Notably, QuickBooks already offers this functionality and we believe Xero should offer the same.

    We hope this is considered for a future product enhancement. Thank you.

    Sharon Koh supported this idea  ·