Accounting / Budgets
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Budgets Accounting

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ourerp.org/accounting/budget Accounting Budgets Our ERP · blueprint preview

Set and review budgeted amounts per account, broken down by month, for a chosen financial year.

The Budget screen lets a business plan expected amounts per account for a given financial year. Selecting a year with the fiscal year picker (or the Add button's modal) loads the budget table for that year; if no budget exists yet for the chosen year, the user is redirected to the create form to enter initial figures.

The budget table lists active accounts grouped by primary type, with rows collapsible per group, and a monthly amount column for each month of the financial year (the year starts on the business's configured fiscal-year start month).

Exports

Budgets can be exported as PDF, Excel, or CSV in monthly, quarterly, or yearly view formats.

Viewing and editing budgets requires the accounting.manage_budget permission.

Step-by-step Workflow

  1. Choose a financial yearUse the fiscal year picker, or click Add and enter a year if no budget exists for it yet.
  2. Enter monthly figuresFill in the budgeted amount for each account and month in the budget table.
  3. Save the budgetSubmit the form; figures are saved per account and financial year, updating any existing values.
  4. Collapse or expand groupsUse the toggle arrow on each account-type group to collapse or expand its rows.
  5. Export the budgetChoose PDF, Excel, or CSV export in monthly, quarterly, or yearly view as needed.