Skip to Content
Menu

Accounting Budget Management

by
Odoo
v 18.0 Third Party 19
Download for v 18.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 581
Technical Name apg_account_budget
LicenseLGPL-3
Websitehttps://www.apagen.com
You bought this module and need support? Click here!

Accounting Budget Management

Plan, Monitor, and Control Your Organization’s Budgets

This module allows you to create, manage, and track budgets directly within Odoo Accounting. It simplifies financial planning, helps control expenses, and ensures your budgets align with business goals.

Key Features:

  • Creating Budget: Go to Accounting > Accounting > Budgets > New to create a new budget.
  • Budget Records: View all budget records in a list view for quick reference.
  • Create Budgetary Positions: Navigate to Accounting > Configuration > Budgetary Positions to set them up.
  • List View of Budgetary Positions: Easily view and manage all budgetary position records.
  • Budget Form View: Add budget records and budgetary positions directly in the form.
  • Budget Report: Access budget performance reports at Accounting > Reporting > Management > Budgets.

Create a New Budget

Navigate to Accounting > Accounting > Budgets > New to set up your budget.

Create Budget Screenshot

Budgetary Positions Setup

Go to Accounting > Configuration > Budgetary Positions to define positions.

Budgetary Positions Screenshot

Budget Reports

Access detailed budget reports from Accounting > Reporting > Management > Budgets.

Budget Reports Screenshot

Usage:

After installing the module, navigate through the Accounting menu to create budgets, configure budgetary positions, and monitor budget performance via reports.

Technical Details:

  • Compatible with Odoo 18
  • Fully integrated with Odoo Accounting

Author:

Apagen Solutions

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.
Please choose a rating from 1 to 5 for this module.