Update tags from Xero

Sometimes when you add a new Tracking Category to Xero, it will not immediately come across to Budgetly via the integration.

This article is helpful for troubleshooting and updating the connection with your Budgetly and Xero, to bring across anything recently added.

Step 1

Firstly, navigate to the Xero menu of Budgetly.

Step 2

Select Configure in the top right.

Step 3

Select Update at the bottom of the page.

This should effectively update your Tags to re-align with Xero and bring across any newly added Tracking Categories to your Budgetly Tags.