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Budget Management

 
Take full control of company spending without leaving Odoo Community. See exactly what's been spent against every budget, know the moment a purchase order puts you at risk of going over, and get an email warning before the money is gone - not after. An optional AI assistant, running privately on your own server, can even explain why a budget looks the way it does, in plain English.


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Budget Management

Take full control of company spending without leaving Odoo Community. See exactly what's been spent against every budget, know the moment a purchase order puts you at risk of going over, and get an email warning before the money is gone - not after. An optional AI assistant, running privately on your own server, can even explain why a budget looks the way it does, in plain English.

Community See the dashboard Who it's for

Marketing budget, Q4Amounts in company currency

On track
Budgeted 100,000
Committed 22,000
Actual 38,000
Available 40,000

Solid = Actual (billed). Striped = Committed (confirmed, not yet billed).

Try it: confirm a purchase order and watch it count against the budget straight away.

Open purchase orders
PO-0412 · 14,000PO-0418 · 8,000
Email alerts

    This module is built for you if:

    • You want the option to block a purchase order outright if it would blow the budget - not just see a warning after it's already confirmed.
    • You want a dedicated leak-detection panel that surfaces spending tagged to the wrong place - or not tagged at all - that every other report misses.
    • You want budget revisions that keep the originally approved figures intact and traceable, instead of quietly overwriting history.
    • You want to ask for a report - in one click or in plain English - and get a structured summary back instead of building one by hand.
    • You want a one-click Excel export you can hand straight to finance, with no manual spreadsheet-building involved.
    • You want the same budgeting to work across multiple companies, each configured independently, without extra setup work.

    How Organisations Use This Module

    Finance & Accounting Teams

    Track budget vs. actual in real time from the same dashboard, with drill-through to the transactions behind every figure - no month-end reconciliation.

    Key Highlights

    Budget However You're Structured

    Set budgets by project, department, cost center, or any mix that matches how your business actually works.

    Project Department Cost center

    Always Up to Date

    See today's real spending the moment it's posted - no exporting to Excel, no month-end reconciliation, no guessing.

    Know What's Already Promised

    A confirmed purchase order counts against the budget straight away - not weeks later when the bill finally arrives.

    Confirmed PO: Committed Billed: Actual

    One Dashboard, The Full Picture

    See exactly where you stand at a glance, and click any number or chart to jump straight to the transactions behind it.

    Threshold Email Alerts

    The budget owner is emailed automatically at 80%, 95% and 100% of budget - before the money is gone, not after.

    80% 95% 100%

    Ask It Why

    Get a plain-English answer whenever a budget looks off, right on your dashboard - it runs on your own server, so your numbers never leave the company.

    Which budgets are over?
    Answers come only from your real figures, never an invented number.

    Our Features

    No Enterprise Needed

    Everything runs on Odoo Community - no upgrade, no extra license.

    Excel Export, One Click

    Send finance a clean budget-vs-actual spreadsheet without building it by hand.

    Built for Multi-Company

    Every company sets up its own AI connection and budgets, independently.

    The Budget Dashboard

    Budgeted, Committed, Actual and Available at a glance, with a one-click filter for period and status - and an alert the moment anything is over budget or spending faster than the calendar allows.

    Below the KPIs: a spending-pace chart showing Actual against what the calendar says should have been spent, a Budgeted vs Actual breakdown by dimension, and the flow that explains exactly how a confirmed purchase order becomes Committed, then Actual once it's billed - never both at once.

    Needs Attention

    Every over-budget or ahead-of-schedule line, worst first - click through to the transactions behind it, or click the AI icon to ask why.

    Where Money Is Leaking

    Two leaks every other report misses: spending tagged to an account no budget line covers, and posted expenses with no analytic tag at all - invisible to every budget report until now.

    Ask the AI Assistant

    A resizable chat pane, scoped to exactly the budgets on screen, with a history of past conversations. Ask "Which budgets are over?" and get an answer grounded only in the real figures - never an invented number.

    Simple, Private AI Setup

    One toggle and a server URL - point it at your own local Ollama server (optionally behind HTTP Basic Auth) and your budget data never leaves your network. Leave it off and every AI panel still works, just showing the figures directly.

    The Budget Dashboard

    Budgeted, Committed, Actual and Available at a glance, with a one-click filter for period and status - and an alert the moment anything is over budget or spending faster than the calendar allows.

    Budget Dashboard KPI row assets/screenshots/skit_budget_1_dashboard_kpi.png

    Below the KPIs: a spending-pace chart showing Actual against what the calendar says should have been spent, a Budgeted vs Actual breakdown by dimension, and the flow that explains exactly how a confirmed purchase order becomes Committed, then Actual once it's billed - never both at once.

    Spending pace and Budgeted vs Actual charts assets/screenshots/skit_budget_2_dashboard_charts.png

    Needs Attention

    Every over-budget or ahead-of-schedule line, worst first - click through to the transactions behind it, or click the AI icon to ask why.

    Needs attention table assets/screenshots/skit_budget_3_needs_attention.png

    Where Money Is Leaking

    Two leaks every other report misses: spending tagged to an account no budget line covers, and posted expenses with no analytic tag at all - invisible to every budget report until now.

    Where money is leaking panel assets/screenshots/skit_budget_4_unbudgeted_spend.png

    Ask the AI Assistant

    A resizable chat pane, scoped to exactly the budgets on screen, with a history of past conversations. Ask "Which budgets are over?" and get an answer grounded only in the real figures - never an invented number.

    AI chat panel answering a budget question assets/screenshots/skit_budget_5_ai_chat.png

    Simple, Private AI Setup

    One toggle and a server URL - point it at your own local Ollama server (optionally behind HTTP Basic Auth) and your budget data never leaves your network. Leave it off and every AI panel still works, just showing the figures directly.

    Budget AI Assistant settings assets/screenshots/skit_budget_6_ai_settings.png

    The Budget Dashboard

    Budgeted, Committed, Actual and Available at a glance, with a one-click filter for period and status - and an alert the moment anything is over budget or spending faster than the calendar allows.

    Budget Dashboard KPI row assets/screenshots/skit_budget_1_dashboard_kpi.png

    Below the KPIs: a spending-pace chart showing Actual against what the calendar says should have been spent, a Budgeted vs Actual breakdown by dimension, and the flow that explains exactly how a confirmed purchase order becomes Committed, then Actual once it's billed - never both at once.

    Spending pace and Budgeted vs Actual charts assets/screenshots/skit_budget_2_dashboard_charts.png

    Needs Attention

    Every over-budget or ahead-of-schedule line, worst first - click through to the transactions behind it, or click the AI icon to ask why.

    Needs attention table assets/screenshots/skit_budget_3_needs_attention.png

    Where Money Is Leaking

    Two leaks every other report misses: spending tagged to an account no budget line covers, and posted expenses with no analytic tag at all - invisible to every budget report until now.

    Where money is leaking panel assets/screenshots/skit_budget_4_unbudgeted_spend.png

    Ask the AI Assistant

    A resizable chat pane, scoped to exactly the budgets on screen, with a history of past conversations. Ask "Which budgets are over?" and get an answer grounded only in the real figures - never an invented number.

    AI chat panel answering a budget question assets/screenshots/skit_budget_5_ai_chat.png

    Simple, Private AI Setup

    One toggle and a server URL - point it at your own local Ollama server (optionally behind HTTP Basic Auth) and your budget data never leaves your network. Leave it off and every AI panel still works, just showing the figures directly.

    Budget AI Assistant settings assets/screenshots/skit_budget_6_ai_settings.png

    The Budget Dashboard

    Budgeted, Committed, Actual and Available at a glance, with a one-click filter for period and status - and an alert the moment anything is over budget or spending faster than the calendar allows.

    Budget Dashboard KPI row assets/screenshots/skit_budget_1_dashboard_kpi.png

    Below the KPIs: a spending-pace chart showing Actual against what the calendar says should have been spent, a Budgeted vs Actual breakdown by dimension, and the flow that explains exactly how a confirmed purchase order becomes Committed, then Actual once it's billed - never both at once.

    Spending pace and Budgeted vs Actual charts assets/screenshots/skit_budget_2_dashboard_charts.png

    Needs Attention

    Every over-budget or ahead-of-schedule line, worst first - click through to the transactions behind it, or click the AI icon to ask why.

    Needs attention table assets/screenshots/skit_budget_3_needs_attention.png

    Where Money Is Leaking

    Two leaks every other report misses: spending tagged to an account no budget line covers, and posted expenses with no analytic tag at all - invisible to every budget report until now.

    Where money is leaking panel assets/screenshots/skit_budget_4_unbudgeted_spend.png

    Ask the AI Assistant

    A resizable chat pane, scoped to exactly the budgets on screen, with a history of past conversations. Ask "Which budgets are over?" and get an answer grounded only in the real figures - never an invented number.

    AI chat panel answering a budget question assets/screenshots/skit_budget_5_ai_chat.png

    Simple, Private AI Setup

    One toggle and a server URL - point it at your own local Ollama server (optionally behind HTTP Basic Auth) and your budget data never leaves your network. Leave it off and every AI panel still works, just showing the figures directly.

    Budget AI Assistant settings assets/screenshots/skit_budget_6_ai_settings.png

    The Budget Dashboard

    Budgeted, Committed, Actual and Available at a glance, with a one-click filter for period and status - and an alert the moment anything is over budget or spending faster than the calendar allows.

    Budget Dashboard KPI row assets/screenshots/skit_budget_1_dashboard_kpi.png

    Below the KPIs: a spending-pace chart showing Actual against what the calendar says should have been spent, a Budgeted vs Actual breakdown by dimension, and the flow that explains exactly how a confirmed purchase order becomes Committed, then Actual once it's billed - never both at once.

    Spending pace and Budgeted vs Actual charts assets/screenshots/skit_budget_2_dashboard_charts.png

    Needs Attention

    Every over-budget or ahead-of-schedule line, worst first - click through to the transactions behind it, or click the AI icon to ask why.

    Needs attention table assets/screenshots/skit_budget_3_needs_attention.png

    Where Money Is Leaking

    Two leaks every other report misses: spending tagged to an account no budget line covers, and posted expenses with no analytic tag at all - invisible to every budget report until now.

    Where money is leaking panel assets/screenshots/skit_budget_4_unbudgeted_spend.png

    Ask the AI Assistant

    A resizable chat pane, scoped to exactly the budgets on screen, with a history of past conversations. Ask "Which budgets are over?" and get an answer grounded only in the real figures - never an invented number.

    AI chat panel answering a budget question assets/screenshots/skit_budget_5_ai_chat.png

    Simple, Private AI Setup

    One toggle and a server URL - point it at your own local Ollama server (optionally behind HTTP Basic Auth) and your budget data never leaves your network. Leave it off and every AI panel still works, just showing the figures directly.

    Budget AI Assistant settings assets/screenshots/skit_budget_6_ai_settings.png

    The Budget Dashboard

    Budgeted, Committed, Actual and Available at a glance, with a one-click filter for period and status - and an alert the moment anything is over budget or spending faster than the calendar allows.

    Budget Dashboard KPI rowassets/screenshots/skit_budget_1_dashboard_kpi.png

    Below the KPIs: a spending-pace chart showing Actual against what the calendar says should have been spent, a Budgeted vs Actual breakdown by dimension, and the flow that explains exactly how a confirmed purchase order becomes Committed, then Actual once it's billed - never both at once.

    Spending pace and Budgeted vs Actual chartsassets/screenshots/skit_budget_2_dashboard_charts.png

    Needs Attention

    Every over-budget or ahead-of-schedule line, worst first - click through to the transactions behind it, or click the AI icon to ask why.

    Needs attention tableassets/screenshots/skit_budget_3_needs_attention.png

    Where Money Is Leaking

    Two leaks every other report misses: spending tagged to an account no budget line covers, and posted expenses with no analytic tag at all - invisible to every budget report until now.

    Where money is leaking panelassets/screenshots/skit_budget_4_unbudgeted_spend.png

    Ask the AI Assistant

    A resizable chat pane, scoped to exactly the budgets on screen, with a history of past conversations. Ask "Which budgets are over?" and get an answer grounded only in the real figures - never an invented number.

    AI chat panel answering a budget questionassets/screenshots/skit_budget_5_ai_chat.png

    Simple, Private AI Setup

    One toggle and a server URL - point it at your own local Ollama server (optionally behind HTTP Basic Auth) and your budget data never leaves your network. Leave it off and every AI panel still works, just showing the figures directly.

    Budget AI Assistant settingsassets/screenshots/skit_budget_6_ai_settings.png