Budget summary report by budget
The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to:
- Provide a Budgets API endpoint
- Allow the budget summary report be filtered by budget
The GET budgets endpoint is now live, but is available exclusively to App Partners who have migrated to OAuth 2.0 and entered into the new App Partner Program https://devblog.xero.com/getting-ready-for-xeros-refreshed-app-partner-program-6e09fa36fce8
The retrieve budgets functionality will be generally available to all integrations on OAuth 2.0 from April 2021.
Note: the new App Partner Program is currently under invite-only Beta with full launch expected to be late 2020.
Checkout the documentation here https://developer.xero.com/documentation/api/budgets
Tristan Creed commented
Is there any chance you could look to include PUT functionality to create new budgets?!?
Ross Hunter commented
Any news? We are waiting for this.
Rebecca North commented
How many votes does this functionality need to be added to the 'planned' development section? we have a number of clients that are frustrated with this limitation - it means excel manipulation is the only way to produce meaningful reports for decision makers and seems to go against the whole Xero mantra of automation and ease of reporting.
brad atchison commented
Appears to be a fairly significant product gap given Xero supports the creation of category budgets within the core product. For any company trying to consolidate multiple entities with defined categories like departments this is a bit of a show stopper.
This seems like a feature that is perfect for separately yourselves from the small market solutions. You completed the hard part by building the data model and entry forms to support this feature, now let users get their data out without having to manipulate via multiple excel steps.
Robert Hadded commented
Not prioritising this feature shows a clear lack of understanding about what accountants do and the importance of such data to facilitate decision making in sizeable business. It appears Xero is only a good fit for small business.
Martin Kratky commented
You might want to look at https://www.acterys.com it provides a variety of planning and budgeting features (top down (data entry on any aggregation with spreading option) / bottom up) for single and multiple xero companies (consolidation) with support of tracking categories in Power BI or Excel. All setup in less than 5 minutes and also offers an API to integrate with any application.
Myles Arnott commented
This is a critical requirement that our clients regularly ask for when we are building their management accounts reports at Tracking Category level.
We currently have to ask the client to provide spreadsheet based budget information which is understandably very frustrating for them given that they have taken the time to load it into Xero already.
This is a critical feature for budgeting purposes
Wayne Powell commented
This is a critical feature to enable proper cross year reporting on budgets. Please lift its priority.
This is important for Joiin reporting to be able to include more complete Xero budget information.
Vote for me as I can use this a lot. Really important.
Cost centre must have
Another vole please. Hardly seems worth the aggro of loading tracking budget data
Vote from me.. this is really important...
another vote please, this is really important!
Anoter vote for this please. We need to access different budgets from api's.
Another vote for this - if this were to be released it would really be a game changer for so many integrations - Futrli, Spotlight etc - all items which set budgets on tracking codes!
ellen chuang commented
Spotlight forecasting is not functional when we cant forecast for individual divisions. Is not fully integrating with Xero if its unable to report on Xero Tracking.
Fiona Douglas commented
Please prioritise allowing the API report to provide budget and sub code tracking information. We monitor against individual budgets and sub codes rather than the main budget so this information is key.
Is there a timeline on when this will be done? Without this, it is very difficult for us to report against budgets for different tracking categories.