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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  ·  delete…  ·  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 it.

   We’ll be sure to post an update here if our position for this idea changes.

   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… more

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   Sharon Koh commented  ·  22 September, 2026  ·  Edit…  ·  delete…

   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.

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   Sharon Koh supported this idea  ·  22 September, 2026