A budget template contains different budgetary positions and defines a periodicity to create with a button the corresponding lines.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0Create reusable budget templates with budgetary positions and a periodicity, then apply them to a draft budget to automatically generate its budget lines.
This module adds a new "Budget Template" concept to the Accounting budgeting area. A template stores a name, one or more budgetary positions and a periodicity (Monthly, Quarterly, Six-monthly or Yearly). Templates are managed from a new "Budget Templates" menu under the Accounting management menu, with list, form and search views.
On a budget (crossovered.budget) you now find a Template field and an "Apply Template" button, visible while the budget is still in draft. Pressing it creates the budget lines for every budgetary position in the template. If a periodicity is set, lines are split into periods from the budget start date to its end date (for example monthly lines); if no periodicity is set, one line per position covering the whole budget period is created. Lines are only generated when the budget has no lines yet and is in draft state.
A template must always contain at least one budgetary position: the system blocks saving a template without positions.
In Accounting settings you can choose a Default Budget Template, which is then proposed automatically on new budgets. Only Accounting managers can create, edit or delete templates; other users can only read them.
Depends on
Menus it adds
Models and fields (3)
- crossovered.budget · extends an existing modelbudget_tmpl_id (Template)
- res.config.settings · extends an existing modelbudget_templ_id (Default Budget Template)
- crossovered.budget.template · new modelname (Name), periodicity (Periodicity), budget_post_ids (Budgetary Positions)
Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/account-budgeting.
terminal Installation and usage
No verified informationInstallation 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.
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.