Consolidate Your Xero Tracking Budgets
in Less Than 5 minutes
Use this tool to aggregate your Xero tracking budgets.
Save time and reduce manual errors.
How It Works
01
Manage Tracking Budgets in Xero
Use the Xero "Budget Manager" feature to create and update tracking budgets using Xero Tracking Categories.
03
Select Budgets
Choose which budgets you want to consolidate and for which time periods. This could be consolidating all tracking budgets into an "Overall Budget" or rolling up specific budgets into a larger group.
02
Connect Xero Account
Connect your Xero account to provide the tool with read-only access to your budgets. Using Xero's API, the tool will automatically fetch your budget data.
04
Import File into Xero
Once the tool consolidates your selected budgets, you can import a specially formatted file into Xero. Done!