The Xero configuration page lets you manage your connection, map categories to your Xero chart of accounts, and adjust sync settings.
How to access Xero configuration
- Click Settings in the sidebar.
- Select Xero.
- Click the Configure button (available from the actions menu at the top right).
What you can configure
Connected organisation
- Shows which Xero organisation is connected.
- Click Disconnect from Xero to remove the connection.
Category mapping
- Shows how many Budgetly categories are mapped to Xero accounts.
- Click Edit categories to update the mapping. Each Budgetly category maps to an account in your Xero chart of accounts.
Important: Transactions without a category cannot be synced to Xero. Make sure all your active categories are mapped.
Sync settings
- Configure how transactions are synced — review-then-sync or fully automated.
[screenshot: Configure Xero page showing connected organisation, category count, and sync settings]
Reconnecting to Xero
If your Xero authorisation expires, the Xero page will show a Re-connect button. Click it to re-authorise Budgetly’s access to your Xero organisation.
Switching Xero organisations
To sync with a different Xero organisation, contact support. If no bank account has been set up yet, you can click Reset Xero integration to start fresh.