Budgets
Queries budgets for a Xero organization. Budgets are used to track expected income and expenses over a specified period, providing valuable insight into financial performance.
Columns
| Name | Type | Description |
| BudgetId [KEY] | String | The unique identifier assigned by Xero to the budget. This ID links the budget to the overall budget record in the system, ensuring each budget entry is uniquely identifiable. |
| Type | String | The type of the budget, which can either be 'OVERALL' (representing the total budget for an account or entity) or 'TRACKING' (representing a budget related to a specific tracking category or option). |
| Description | String | A user-defined description of the budget, providing additional context about its purpose, scope, or any other relevant information. |
| TrackingCategory1_CategoryId | String | The unique identifier for the first tracking category associated with the budget. Tracking categories help to categorize and track financial data for reporting purposes. |
| TrackingCategory1_OptionId | String | The unique identifier for the option within the first tracking category. This ID links the budget entry to a specific option in the tracking category. |
| TrackingCategory1_Name | String | The name of the first tracking category. This provides a human-readable label for the category, making it easier to understand how the budget is categorized. |
| TrackingCategory1_Option | String | The value of the tracking category option within the first tracking category. This represents the specific selection made for that category, such as a department or cost center. |
| TrackingCategory2_CategoryId | String | The unique identifier for the second tracking category associated with the budget. This provides an additional level of categorization for more complex budgets. |
| TrackingCategory2_OptionId | String | The unique identifier for the option within the second tracking category. This ID links the budget entry to a specific option in the second tracking category. |
| TrackingCategory2_Name | String | The name of the second tracking category. Like 'TrackingCategory1_Name', this provides a human-readable label for the second category. |
| TrackingCategory2_Option | String | The value of the tracking category option within the second tracking category. This represents the specific selection made for the second category, such as a specific project or initiative. |
| UpdatedDateUTC | Datetime | The date and time, in UTC, when the budget was last updated. This timestamp is useful for tracking changes or modifications made to the budget. |
| TenantId | String | The unique identifier for the tenant, allowing queries to access data specific to a particular tenant rather than using the default connection tenant. This is important in multi-tenant environments. |