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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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    Xero APIAdminXero API (Admin, Xero API) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    49 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        Please add this feature, otherwise our organisation cannot report to our Board correctly and we will have to move from Xero to another financial system.

      • Graham RobertsGraham Roberts commented  ·   ·  Flag as inappropriate

        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  ·   ·  Flag as inappropriate

        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?

      • Carl SimmonsCarl Simmons commented  ·   ·  Flag as inappropriate

        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  ·   ·  Flag as inappropriate

        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?

      • DataDearDataDear commented  ·   ·  Flag as inappropriate

        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  ·   ·  Flag as inappropriate

        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  ·   ·  Flag as inappropriate

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

      • David GuildDavid Guild commented  ·   ·  Flag as inappropriate

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

      • Anonymous commented  ·   ·  Flag as inappropriate

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

      • Pete SayersPete Sayers commented  ·   ·  Flag as inappropriate

        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.

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