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Budget Consolidator

By Budget Consolidator
5 out of 5 stars
 1 reviews
Free 7 day trial available
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Budget Consolidator allows users to consolidate tracking budgets into an "Overall Budget" without using Excel or other manual processes.
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Reviewed by
1
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Overview

Budget Consolidator allows users to consolidate tracking budgets into an "Overall Budget" without using Excel or other manual processes.

Budget Consolidator + Xero

User logs into application using Xero Oauth2. User selects tenant. Application fetches budget details. User selects which budgets to consolidate. Application then fetches budget line details, aggregates details into single budget, then generates csv file for user to import into Xero.

Getting started

  1. Link Xero Account. Link your Xero account to give the tool read-only access to your budgets. Using Xero's API, the tool will automatically fetch all your budget details.

  2. 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 bigger group.

  3. Import File into Xero. Once the tool consolidates your selected budgets, you can import a specially formatted file into Xero.

Screenshot 1 for app Budget Consolidator

Reviews & ratings

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5.0 out of 5 stars
1 Reviews

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Most recent reviews

TP
Trey Pruitt
Posted 1 Jul 2024
5 out of 5 stars

Save Time and Reduce Errors with Budget Consolidator

Full disclosure: I am the creator of Budget Consolidator, but I am also an enthusiastic user! If you’ve ever struggled with consolidating tracking budgets in Xero Budget Manager, you know how time-consuming and error-prone it can be to manually download, integrate into a spreadsheet, and sum up all the figures for an overall budget. That’s why I created Budget Consolidator. With this app, it takes less than 5 minutes to consolidate multiple Xero tracking budgets, view a consolidated P&L, and import your Overall Budget back into Xero. This not only saves time but also significantly reduces manual errors. Budget Consolidator allows you to leverage Xero for comprehensive budget reporting without the need to learn a new tool. I highly encourage you to give Budget Consolidator a try!

Additional info

Shared data

Xero
Budget Consolidator
Budgetsshared from Xero to Budget Consolidator

Functions

ReportingAccountant tools

Industries

Accounting

App details

By Budget Consolidator

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@budget-consolidator.com

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