Overview
THE PROBLEM
If you manage tracking category budgets in Xero, you already know the pain: there's no built-in way to roll them up into a single Overall Budget. That means downloading each budget, pasting figures into a spreadsheet, summing rows and columns by hand, and importing the result back into Xero — hoping nothing breaks along the way.
It's tedious, error-prone, and has to be repeated every time a budget changes.
WHAT BUDGET CONSOLIDATOR DOES
Budget Consolidator eliminates that manual spreadsheet workflow entirely. It connects directly to your Xero account, reads your tracking category budgets, and consolidates them into a single Overall Budget — complete with a Xero-ready import file. The entire process takes less than 5 minutes.
- Unlimited consolidations: combine as many tracking category budgets as you need
- Any tracking categories: works with departments, locations, cost centres, or any custom tracking setup
- Xero-ready CSV output: the generated file imports directly into Xero Budget Manager
- Read-only connection: Budget Consolidator never modifies your Xero data
WHO IT'S FOR
Accountants and bookkeepers managing budgets across tracking categories for clients — Budget Consolidator saves hours of repetitive spreadsheet work each budget cycle and removes the risk of manual errors before presenting consolidated numbers to clients.
Finance managers consolidating departmental or location-based budgets — get a single source of truth for your organisation's Overall Budget without maintaining fragile spreadsheet models. Spend your time analysing variances, not assembling data.
Business owners running tracking category budgets in Xero — stop wrestling with spreadsheets and get a clean Overall Budget that reflects your full organisation, ready to use in Xero's built-in reporting.
TRUSTED BY XERO USERS
Budget Consolidator is rated 5.0/5.0 on the Xero App Store.
"Does what it says on the tin. I have 8 individual budgets to administer and combine into one budget. This software has helped me to streamline the process." — Christopher G.
PRICING
Country-specific pricing available for Australia, United Kingdom, New Zealand, South Africa, United States, Canada, India, Singapore, and Hong Kong. Monthly and annual plans offered, with annual plans saving two months compared to monthly billing.
All plans include a 7-day free trial with full access to every feature. No charge until your trial ends, and you can cancel anytime.
Budget Consolidator + Xero
HOW BUDGET CONSOLIDATOR WORKS WITH XERO
Budget Consolidator connects to your Xero organisation using Xero's official API with read-only access. Here's what it reads and why:
DATA FROM XERO → BUDGET CONSOLIDATOR
- Budget names and structures: to display your available tracking category budgets
- Budget line items and amounts: to calculate consolidated totals across tracking categories
DATA FROM BUDGET CONSOLIDATOR → XERO
- Budget Consolidator does not write any data back to Xero directly
- Instead, it generates a CSV file formatted for Xero Budget Manager that you import yourself
This means your Xero data is never modified by Budget Consolidator. You stay in full control of what gets imported.
Budget Consolidator uses a secure, encrypted connection and does not store your Xero financial data beyond your active session.
Pricing plans
This app includes a free 7 day trial
Monthly
- Unlimited budget consolidations
- Xero-ready import file generation
- Works with any tracking categories
- Read-only Xero connection -- your data stays safe
Getting started
Getting started takes less than 5 minutes. No technical setup required.
STEP 1: CONNECT YOUR XERO ACCOUNT
Click "Get this app" and sign in with your Xero credentials. Budget Consolidator requests read-only access to your budgets — it will never modify your Xero data. Once connected, your tracking category budgets are loaded automatically.
STEP 2: SELECT BUDGETS TO CONSOLIDATE
Choose which tracking category budgets you want to roll up and for which time periods. You can consolidate all tracking budgets into a single Overall Budget, or select a subset to create a custom grouping.
STEP 3: GENERATE AND IMPORT
Budget Consolidator combines your selected budgets and generates a CSV file formatted for Xero Budget Manager. Download the file and import it into Xero — your consolidated Overall Budget is ready to use in reports immediately.
Reviews & ratings
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Most recent reviews
Simple and effective
Does what it says on the tin
TP