Thank you for the good question and the detailed explanation above.

Starting from Odoo 18, the budgeting framework has changed a bit and is now less convenient for practical use. You can still plan Revenue and Expenses on an accrual basis using Analytic Budgeting. Of course, your project must be defined as an analytic account to make this work.

When you post a Customer Invoice or a Vendor Bill, Odoo will record the budget consumption automatically.

However, the limitation of this approach is that it only covers accruals, not real cash movements. It doesn’t allow you to monitor planned and actual cash inflows and outflows.

To solve this, our team at ERPixel developed a dedicated Odoo Cash Flow Budget module. It lets you plan both incoming and outgoing payments by project, department, or business unit, and compare them with actual bank transactions.

This module also integrates with Payment Requests, which means you can pay only approved expenses linked to your budget.

Good luck with your project budgeting!