| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 985 |
| Technical Name |
gb_budget_management_variance |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 985 |
| Technical Name |
gb_budget_management_variance |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
Budget Management & Varia
Budgets per account/analytic with live actual-vs-budget variance (Community)
Proper budgeting is an Enterprise feature — this module brings it to Odoo Community at one price. Define annual or custom-period budgets broken down by GL account and/or analytic account, then track actuals against budget in real time. Every line shows variance, percentage consumed and a red/amber/green status against thresholds you choose, with optional commitment (encumbrance) tracking so you see what is already committed before it hits the ledger.
Key Features
Account & Analytic Lines
Budget per GL account, per analytic account, or both, with a planned amount and an income/expense direction so over- and under-budget are always interpreted correctly.
Live Actuals
Actuals are pulled straight from posted journal items, scoped by account, analytic account and date range — no manual data entry, always up to date.
Variance & RAG Status
Computed variance, variance %, % consumed and a red/amber/green status per line, per period and per budget, using configurable amber and red thresholds.
Auto Period Split
Generate monthly, quarterly or yearly periods with a wizard, so a single annual budget breaks down into the periods you report on.
Commitments & Available
Record commitments (encumbrances) against a budget line to see committed and remaining available amounts before spend is posted.
Workflow & Revisions
Draft / confirm / done workflow with revision snapshots and a duplicate-for-next-year action, plus a pivot/graph view for variance analysis.
Screenshots
Budgets
Commitments
Variance Analysis
Budget Virement
Why Choose This Module
Budget per GL account, per analytic account, or both, with a planned amount and an income/expense direction so over- and under-budget are always interpreted correctly.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: LGPL-3
- Languages: 35+
- Author: Baris Genc
- Dependencies: account, analytic
- Support: odoo@gencbaris.com
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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