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how to create a budget ?

on 4/17/13, 1:54 PM 2,384 views

I want to create a budget for the company and deposit money to this budget

and when the company bought a product , the price of the product deducted from the budget

i hope the Q is clear ...


in another way.we want to create an account and deposit amount of money into it and then when we purchase or sell a product the account should be affected. how can i do that?

on 4/20/13, 5:16 AM

Mustufa Rangwala (mra)

--Mustufa Rangwala (mra)--
| 2 1 4
Ahmedabad, India
--Mustufa Rangwala (mra)--

- Around 7+ years of strong experience in Odoo (Formerly OpenERP) which is world's largest Open Source Business Applications driven by CEO Fabien Pinckaers. - Played key role in developing and maintaining various Odoo Product modules and integrating them on Open Source ERP Environment. - Experience on Scrum methodology for project management - Experience in Team Building - Quick Start Implementations. - Worked on almost all versions (4.0, 5.0, 6.0, 6.1, 7.0, SAAS, Trunk(8.0)...) of Odoo (Formerly OpenERP) . Specialities: Odoo Business Process And OpenERP Implementation. Odoo Application Support and Maintenance. Odoo Technical & Functional Training. Business Process Mapping & Gap Analysis (Functional and Technical Analysis)

Mustufa Rangwala (mra)
On 4/17/13, 2:21 PM


You can install account_budget module and than you can configure budget in Accounting/Budgets/Budgets...

Note: We can define budget in OpenERP using analytic account.

Regards, Mustufa


michel Guénard

--michel Guénard--

| 5 5 8
--michel Guénard--

VP operations & finance Social entrepreneur Certified Public Accountant Past Chief internal auditor

michel Guénard
On 4/21/13, 6:24 PM

You want to compare on a periodical basis (daily) the actual figures with their corresponding budget; I personnally do not recommend to modify the budget figures; the budget is a "fixed point" used as a reference for the whole period (monthly and annually).

A report with 3 columns is needed 1. budget 2. actual 3. remains to be achieved" i.e the difference between budget and actual

Such a report /dashboard can be designed for every major item of your business. (sales, Cost of Goods Sold, commercial expenses, G&A etc...)

I have not tested it, but I guess it is a basic function of OpenErp that you can configure at the Dashboard menu.

khaled saleh
On 4/21/13, 4:41 PM

you can use the budget management in the accounting module

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Asked: 4/17/13, 1:54 PM
Seen: 2384 times
Last updated: 3/9/17, 10:22 AM