Enterprise Budget Management & Management Accounts (budget)

Standalone Financial Budget Management, Budget vs. Actual Variance Reporting & Dynamic Management Accounts for Odoo.

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📌 Overview

Enterprise Budget Management & Management Accounts delivers full-cycle financial budget creation, line-level expense allocation, and real-time variance analysis against general ledger actuals. Built to support complex corporate hierarchies and insurance management accounting, it eliminates manual spreadsheet consolidations with dynamic report generation.

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✨ Key Features

1. 📊 Budget vs. Actual Reporting

• Compare planned budgetary allocations directly against posted General Ledger transactions (account.move.line).
• Automatic computation of variance amounts and variance percentages.

2. 📑 Insurance Management Accounts Integration

• Tight integration with insurance_profit_and_loss providing multi-dimensional management accounting views.
• Dynamic parsing of line totals, direct actuals calculation, and branch/cost center breakdowns.

3. 🛡️ Analytic & Departmental Control

• Track budget consumption by analytic account, project, department, or cost center.
• Over-budget alerts and threshold monitoring before payments or expenses are approved.

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📁 Technical Information

Attribute	Value
Technical Name	budget
Category	Accounting / Finance
Odoo Compatibility	Odoo 17.0+ & 18.0+ & 19.0+
Dependencies	base, account, analytic, account_reports, insurance_profit_and_loss
License	LGPL-3
Maintainer	DraftPOS & Havano Solutions

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📄 License

This module is licensed under the GNU Lesser General Public License v3.0 (LGPL-3). See the LICENSE file for details.