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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

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AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded  · 

Hi all,

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

Thanks
Keertika

Show previous admin responses (3)
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  • Graham Roberts commented  ·   ·  Report

    Couldn't believe budget reporting by department (tracking category) was not permitted for Xero add ons like Spotlight.

    Major shortfall from a reporting perspective and needs to be addressed urgently.

  • Anonymous commented  ·   ·  Report

    Agree with all the weight of opinion on this topic, that being able to report/forecast by tracking category is critical, especially in add-on reporting software. When is this going to happen, please, Xero?

  • Anonymous commented  ·   ·  Report

    This is a really important feature, please add.

  • Simon Smith commented  ·   ·  Report

    This is a significant shortfall in reporting capability. Please add this feature.

  • Carl Simmons commented  ·   ·  Report

    C'Mon Xero! Over 4yrs since this request was made and so much feedback from the community supporting the need for this feature. When is this going to happen?

  • Anonymous commented  ·   ·  Report

    This is a must - Xero please make a priority!

  • Anonymous commented  ·   ·  Report

    Being able to report/forecast by tracking category in the add-on reporting software is critical to meet our customer needs. Is there a plan to provide this capability?

  • S White commented  ·   ·  Report

    please add this feature! It is vital if you are using spotlight

  • Corinne Bawn commented  ·   ·  Report

    This is needed urgently. I'm having to manage far too many Excel spreadsheets!

  • DataDear commented  ·   ·  Report

    This is a feature requested by some of our clients who wish to have tracking categories as a filter for each budget created in DataDear instead of showing the overall total budget for the organisation.

  • Anonymous commented  ·   ·  Report

    A must have if you use tracking for depts

  • Anonymous commented  ·   ·  Report

    We have a large client that has had to invest a significant amount of money to achieve this report from outside source but has to populate the individual tracked budget fields. Would be great if could all be done within Xero please

  • Anonymous commented  ·   ·  Report

    A much needed thing on Spotlight. Very important for all, please Xero put this in your priority list for development.

  • David Guild commented  ·   ·  Report

    Our client will not take-up Spotlight without this functionality & looks like this issue has been flagged for some time

  • Anonymous commented  ·   ·  Report

    Yes please add this. Currently looking at using Spotlight but need to be able to import the correct budget to make it worthwhile!

  • Pete Sayers commented  ·   ·  Report

    This is a vital requirement for my reporting. Actuals vs Budget for projects based on monthly or over multiple years is important to our business.

    Please add this functionality.

  • Anonymous commented  ·   ·  Report

    Very important, please get this on the development roadmap!

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