This module allows to define accounting budgets.
These budgets can then be used in MIS Builder reports, as an alternate source.
The difference between the MIS Builder Budget and this module is that this module defines budgets irrespective of the MIS Builder Template. The budget is thus agnostic of the reporting format.
For example, the budgeted data can be used in a general Profit & Loss report and at the same time can be used in a department or project expenses report.
auto_awesome What this module does
AI-generated from the code · Odoo 17.0Create accounting budgets with dated debit and credit lines per account, then confirm or cancel them. Budgets are independent of any report format and can be reused as a comparison source in reporting tools.
This module adds a new budgeting screen inside Odoo Accounting. Users create a budget with a name, an optional description, a company, and a period defined either by a date range or by manual From Date and To Date. Choosing a date range automatically fills the dates, and changing the dates manually clears the date range.
Each budget holds budget lines where users enter a label, an account, a date, a debit and a credit amount, plus an optional analytic account and partner. The balance is calculated automatically as debit minus credit. A line's date must fall inside the budget period, otherwise Odoo refuses to save it.
Budgets follow a simple lifecycle: Draft, Confirmed and Cancelled, changed with the Set draft, Confirm and Cancel buttons on the form. A smart button opens the related budget lines, and copying a budget duplicates its lines and adds "(copy)" to the name. Chatter is available for messages and activities.
The menu Account Move Budgets sits under Accounting > Miscellaneous. Accounting users can read budgets, while accounting managers can create, edit and delete them. The data lives in account.move.budget and account.move.budget.line and is meant to be used as a budget source in reports.
Depends on
Required by other modules
Models and fields (2)
- account.move.budget · new modelname, state, date_to (To Date), line_ids, date_from (From Date), company_id (Company), description, date_range_id (Date range)
- account.move.budget.line · new modeldate, name (Label), debit, credit, balance, budget_id (Budget), account_id (Account), company_id (Company), partner_id (Partner), analytic_account_id (Analytic Account), company_currency_id (Company Currency)
Text generated by AI (DeepSeek) from reading the Odoo 17.0 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: 6 confirmed, 3 with no information of 9 versions.
Sources · Odoo 13.0
Confirmed on 2026-11-03 in branch 13.0 of OCA/account-financial-tools.
terminal Installation and usage
OCA documentation · Odoo 17.0Usage
Source · Odoo 17.0In order to set up the budget items go to Accounting / Accounting / Journals / Account Move Budgets.
No verified information in OCA: Installation, Configuration.
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.
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.