Set up Tracking Categories
Unlock deeper insights into your business with Xero's tracking categories! This powerful feature lets you organise transactions by departments, regions, or specific products, giving you a clear view of how different areas of your business are performing. It's perfect for businesses with multiple income streams, making your financial data more actionable and transparent.
Creating tracking categories is simple. Set up two main categories and customise them with options that suit your unique operations. Once they’re ready, you can effortlessly apply them to invoices, bills, and reports. With these detailed breakdowns, you’ll gain the clarity needed to compare performance, analyse trends, and make smarter decisions that drive your business forward.
Watch this video, here we learn how to set your tracking categories:
