Budget Management & Varia
Budgets per account/analytic with live actual-vs-budget variance (Community)
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 / 20.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account, analytic
- Support: support@pokutsoft.com
Update date: 2026-09-30
User guides (PDF)
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