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Budgets Management

account_budget_oca folder_open OCA/account-budgeting open_in_new
Accounting License: LGPL-3

This module allows accountants to manage analytic and crossovered budgets.

Once the Budgets are defined (in Invoicing/Budgets/Budgets), the Project Managers can set the planned amount on each Analytic Account.

The accountant has the possibility to see the total of amount planned for each Budget in order to ensure the total planned is not greater/lower than what he planned for this Budget. Each list of record can also be switched to a graphical view of it.

Three reports are available:

  • The first is available from a list of Budgets. It gives the spreading, for these Budgets, of the Analytic Accounts.
  • The second is a summary of the previous one, it only gives the spreading, for the selected Budgets, of the Analytic Accounts.
  • The last one is available from the Analytic Chart of Accounts. It gives the spreading, for the selected Analytic Accounts of Budgets.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Create and track budgets by period, with budget lines per analytic account and budgetary position, and see planned, practical, theoretical amounts and achievement percentage.

This module adds budget management to Accounting. Accountants create Budgetary Positions (a name plus the financial accounts it covers) and Budgets with a start and end date, a responsible user and a status.

A budget contains Budget Lines. Each line links a Budgetary Position, optionally an analytic account, a period and a planned amount. Odoo automatically computes the practical amount from posted journal items (or analytic lines when an analytic account is set), the theoretical amount spread over the period, and the achievement percentage.

Budgets follow a workflow with buttons: Confirm, Approve, Done, Cancel Budget and Reset to Draft. Budget lines can only be edited while the budget is in draft. Budgets are found under Accounting, and budget lines are also listed in the reporting menu. A Budget Items tab is added on the analytic account form.

A budget must have at least one account, otherwise Odoo blocks saving. Records are restricted per company. Budgets are followed in the chatter.

Depends on

account

Required by other modules

account_budget_templateproject_budget

Menus it adds

menu_budget_post_formBudgetsmenu_act_crossovered_budget_lines_view
Models and fields (4)
  • crossovered.budget · new modelname (Budget Name), state (Status), date_to (End Date), date_from (Start Date), company_id, creating_user_id (Responsible), crossovered_budget_line_ids (Budget Lines)
  • account.budget.post · new modelname, company_id, account_ids (Accounts), crossovered_budget_line_ids (Budget Lines)
  • account.analytic.account · extends an existing modelcrossovered_budget_line_ids (Budget Lines)
  • crossovered.budget.lines · new modeldate_to (End Date), date_from (Start Date), paid_date, company_id, percentage (Achievement), planned_amount, practical_amount, general_budget_id (Budgetary Position), theoretical_amount, analytic_account_id, crossovered_budget_id (Budget)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 7 confirmed, 2 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/account-budgeting.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.