| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1338 |
| Technical Name |
aos_budget_actual |
| License | OPL-1 |
| Website | http://www.alphasoft.co.id |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1338 |
| Technical Name |
aos_budget_actual |
| License | OPL-1 |
| Website | http://www.alphasoft.co.id |
Budget vs Actual — Plan, Track, Drill-down
Real budgeting for Odoo 18 Community.
Define annual or custom-period budgets, see live variance vs
posted moves, drill down to source. PDF + XLSX export.
Fills the gap between Community and Enterprise.
Budget lines per
account · analytic
Output formats —
UI · PDF · XLSX
SQL duplication —
actuals computed live
Companies, users —
flat license
How it works
1. Define your budget
Create an aos.budget record with a name, period
(any start → end date), and company. Add lines per
account — revenue accounts, cost accounts, expenses.
Each line has a planned amount and a period bucket (typically monthly or quarterly within the budget window). Optional analytic account scoping for project-level budgets.
2. Track live variance
Actuals are never stored — computed
on read from posted account.move.line records.
Open the budget form or the Variance Report to see live
Planned, Actual, Variance, and Variance % per line.
3. Drill down
Click the search icon next to any line to open the source journal items inside that account + period + analytic scope. Verify the number directly, no extra navigation.
What makes this different
- No replication tables. Other budget
modules build a parallel ledger. We aggregate Odoo's
own
account.move.lineon every read. - No background jobs. Post a journal entry — variance updates immediately on next view.
- No Enterprise license. Community
edition +
account+analytic. - Multi-company aware. Record rules scope budgets to the user's allowed companies.
- Analytic dimension works exactly like
standard Odoo's: when a budget line has an analytic
account, actuals are scoped via
analytic_distribution.
Pairs perfectly with Financial Reports. Define budget lines that map to your P&L line structure, then read variance side-by-side with your monthly statements.
How it compares
| Feature | Odoo Community (stock) |
Odoo Enterprise (account_budget) |
Budget vs Actual (this module) |
|---|---|---|---|
| Per-account budget lines | ✗ | ✓ | ✓ |
| Analytic dimension | ✗ | ✓ | ✓ |
| Live variance (no jobs) | ✗ | partial | ✓ |
| Drill-down to source moves | ✗ | ✓ | ✓ |
| PDF + XLSX export | ✗ | PDF only | ✓ |
| Cost | free (no feature) |
Enterprise $31/user/mo |
USD 199 one-time unlimited users |
See it in your Odoo
Screenshots from a live deployment.
Budget form · header + lines tree with live variance columns
Variance report · cross-budget view with filter + group-by + color coding
Frequently asked
Does it need Enterprise?
No. Odoo 18 Community + account + analytic.
How are actuals computed?
Single grouped SQL aggregate per (account, period, company [+ analytic]) tuple over account.move.line where parent_state = 'posted'. Recomputed on every read - never cached.
Can I budget at the analytic level?
Yes. Set analytic_account_id on a budget line and actuals are scoped to moves with that analytic in their analytic_distribution.
Multi-period budgets?
Each line has its own date_from + date_to. Split monthly, quarterly, or yearly as you wish — one line per bucket.
What about previous-year comparison?
Create a second budget with the prior-year period and reference its lines in your variance review. (Native cross-budget compare is on the v1.1 roadmap.)
Source code included?
Yes — OPL-1, full source. Customize as needed.
Installation — 2 minutes
- Purchase & download the module.
- Extract into your Odoo addons path.
- Open Apps → Update Apps List.
- Search Budget vs Actual → click Install.
- Navigate to Accounting → Budgeting → Budgets to create your first budget.
- Variance report lives at Accounting → Reporting → Budget vs Actual.
Dependencies: account, analytic (both Community).
Pricing
Budget vs Actual
USD 199
one-time license · all features
- ✓ Annual or custom-period budgets
- ✓ Per-account · per-analytic lines
- ✓ Live variance (no jobs)
- ✓ Drill-down to source moves
- ✓ PDF + XLSX export
- ✓ Source code included (OPL-1)
Financial Reports + Dashboards
Ask for bundle quote
combined invoice · combined support
- ✓ Budget vs Actual (this module)
- ✓ Financial Reports (PL / BS / CF / SCE)
- ✓ Financial Dashboard
- ✓ Email info@alphasoft.co.id
Need help?
We respond within 1 business day.
- info@alphasoft.co.id
- www.alphasoft.co.id
Part of the Alphasoft Apps Store financial reporting lineup — Financial Reports, Financial Dashboard, Sales / Inventory / Project Dashboards, and now Budget vs Actual.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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