How to Import Xero Budget Data into Excel

Financial planning needs accurate budget data. But manually exporting Xero budgets to Excel wastes time and creates outdated information.

What if your budget data refreshed automatically? That’s what we’ll show you today.

Step-by-step guide to importing Xero Budgets into Excel

Step 1: Install Coefficient and connect to Xero

First, let’s get Coefficient installed in your Excel workbook:

1. Insert Open Excel and click on thetab
2. Get Add-ins Clickin the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, open the Coefficient sidebar by clicking its icon in the ribbon
6. Import Data Clickto begin

Step 2: Connect to Xero and select Budgets data

Now, let’s connect to Xero and import your budget data:

1. Finance & Accounting In the Coefficient sidebar, selectcategory
2. Xero Find and click on
3. Log in to your Xero account when prompted
4. Import from Objects Select
5. Budgets From the list of available objects, select

Step 3: Configure and import your budget data

Time to customize your budget data import:

1. Choose which budget fields you want to import (e.g., Budget ID, Budget Name, Description, Tracking)
2. Apply any filters if needed (such as specific date ranges or budget categories)
3. Select your destination in the Excel workbook
4. Import Clickto bring your Xero budget data into Excel

Step 4: Set up auto-refresh for live budget data

Keep your budget data fresh with automatic updates:

1. In the Coefficient sidebar, click on the imported data
2. Schedule Refresh Select
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Save Clickto activate automatic updates

Now your Excel workbook will always display the most current budget data from Xero, without manual exports or updates.

Available Xero data in Coefficient

Frequently asked questions

Take control of your budget data

Managing budgets in Xero is essential for financial planning. But the real power comes when you can analyze that data in Excel without the hassle of manual exports.

With Coefficient, you’ve now bridged that gap. Your budget data flows seamlessly from Xero to Excel, staying current with automatic refreshes.

This connection eliminates data silos and ensures everyone works with the same accurate information. Finance teams can spend less time on data management and more time on strategic analysis.

Budget variance analysis, forecasting, and financial modeling all become more efficient when built on live data. And with Coefficient’s automation features, you can set up alerts and scheduled reports to keep stakeholders informed.

Try Coefficient todayReady to transform how you work with Xero budget data?and experience the difference that live, connected financial data makes.