Create budgets for MIS reports.
This module lets you create budgets for any MIS report. Several budgets can be created for a given report template (ie one budget per year). Budget figures are provided by KPI or by GL account, with different time periods. A budget can then be selected as a data source for a MIS report column, and the report will show the budgeted values for each KPI, adjusted for the period of the column.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Create budgets for MIS reports, either by KPI or by general account, and use them as a data source in MIS report columns so reports show budgeted figures for each period.
This module adds budgeting on top of MIS reports. You can create two kinds of budgets: one built from the KPIs of a report template, and one built from general accounts.
- A KPI budget is linked to a specific MIS report template and contains budget items, each tied to a KPI expression and a date period, with an amount.
- An account budget contains items with a general account, a period, and debit/credit amounts; the balance is computed automatically and you can enter a balance directly, which fills debit or credit for you.
- Budgets have a status (Draft, Confirmed, Cancelled) with Set draft, Confirm and Cancel buttons, plus a chatter for messages.
- Date ranges can be selected to fill the From and To dates automatically; items must stay inside the budget dates and must not overlap unless overlap is allowed on account budgets.
In a MIS report instance, each column can now use a budget as its source (MIS Budget by KPI or MIS Budget by Account), and the report shows the budgeted values for that column's period. Clicking a budgeted figure drills down to the underlying budget items. A Budgetable flag on each KPI controls whether it can be budgeted. Menus appear under the MIS report finance menu: MIS Budgets (by KPIs) and MIS Budgets (by accounts). Accountants and accounting managers can create and edit budgets; other users have read-only access, and budgets are filtered by company.
Depends on
Required by other modules
Models and fields (9)
- mis.budget · new modelactive, item_ids, report_id (MIS Report Template)
- mis.report.kpi · extends an existing modelbudgetable
- mis.budget.item · new modelbudget_id, report_id, company_id, budget_company_id (#Technical field: Budget Company), kpi_expression_id
- mis.budget.abstract · new modelname, state, date_to (To), date_from (From), company_id, description, date_range_id (Date range)
- mis.report.instance · extends an existing model
- mis.budget.by.account · new modelactive, item_ids, company_id, allow_items_overlap
- mis.budget.item.abstract · new modeldate_to (To), budget_id, date_from (From), date_range_id (Date range), budget_date_to (Budget Date To), budget_date_from (Budget Date From)
- mis.budget.by.account.item · new modelname (Label), debit, credit, balance, budget_id, account_id, company_id, company_currency_id (Company Currency)
- mis.report.instance.period · extends an existing modelsource, source_mis_budget_id (Budget by KPI), source_mis_budget_by_account_id (Budget by Account)
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: 2026-11-03Confirmation status: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/mis-builder.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0There are two ways to use this module: create budgets by KPI or budgets by GL accounts. Currently, the two methods cannot be combined in the same budget.
Budget by KPIs
To use this this mode, you first need to flag at least some KPI in a MIS report to be budgetable. You also need to configure the accumulation method on the KPI according to their type.
The accumulation method determines how budgeted values spanning over a time period are transformed to match the reporting period.
- Sum: values of shorter period are added, values of longest or partially overlapping periods are adjusted pro-rata temporis (eg monetary amount such as revenue).
- Average: values of included period are averaged with a pro-rata temporis weight. Typically used for values that do not accumulate over time (eg a number of employees).
When KPI are configured, you need to create a budget, using the MIS Budget (by KPIs) menu, then click on the budget items button to create or import the budgeted amounts for all your KPI and time periods.
Budget by GL accounts
You can also create budgets by GL accounts. In this case, the budget is populated with one line per GL account (and optionally analytic account and/or tags) and time period.
Add budget columns to report instances
Finally, a column (aka period) must be added to a MIS report instance, selecting your newly created budget as a data source. The data will be adjusted to the reporting period when displayed. Columns can be compared by adding a column of type "comparison" or "sum".
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.