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+ Community
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+ + Odoo 18 Budget Management
++ Budget Management for Odoo 18 Community Edition. +
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+ Key Highlights +
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+ Odoo 18 Community Edition Support.
+Budget management system in Odoo 18 Community Edition. +
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+ Budgetary Positions.
+Create and manage Budgetary Positions. +
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+ Manage with Analytic Accounts.
+Manage budgets with analytic accounts. +
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+ Budgetary Planning with Planned Amount.
+Budgetary planning with planned amount on each Analytic Account. +
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+ Budgetary Reports.
+Budgetary reports are also available. +
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+ Graphical View.
+Each list of record can also be switched to a graphical view of it. . +
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+ + Creating Budget.
++ Create Budget from Accounting > Accounting > Budgets > New.
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+ + Budget Records.
++ Can see the list view of the Budget records.
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+ + Create Budgetary Positions.
++ Create Budgetary Positions from Accounting -> Configuration -> Budgetary Positions.
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+ + List View of the Budgetary Positions.
++ We can set-up the records and that will be shown in the list view.
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+ + Budget Form view.
++ The Budget records and the Budgetary Positions can be added in the forms.
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+ + Budget Report.
++ For Budget report, go to Accounting > Reporting > Management > Budgets.
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+ -
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Create and manage Budgetary Positions.
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+ Manage budgets with analytic accounts.
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+ Budgetary planning with planned amount on each Analytic Account..
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+ Version
+ 17.0.1.0.0|Released on:07th Nov 2023
+
+ + + Odoo 17 Budgets Management.
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+ ![]()
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+ + Click to create a new budget. +
++ A budget is a forecast of your company's income and/or expenses + expected for a period in the future. A budget is defined on + some + financial accounts and/or analytic accounts (that may represent + projects, departments, categories of products, etc.) +
++ By keeping track of where your money goes, you may be less + likely to overspend, and more likely to meet your financial + goals. Forecast a budget by detailing the expected revenue per + analytic account and monitor its evolution based on the actual + realised during that period. +
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+