57 lines
1.6 KiB
ReStructuredText
57 lines
1.6 KiB
ReStructuredText
******
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Design
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******
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.. _model-account.budget:
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Budget
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======
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A *Budget*, in Tryton, is used to define a financial plan for a `Company
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<company:model-company.company>` over a defined period of time.
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A budget is made up from budget lines which define the budgeted amount for an
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`Account <account:model-account.account>`.
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These lines can be grouped together under another line to form a tree structure
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that sums up the amounts.
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The actual amount of the budget lines is calculated from the debits and credits
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that are made to the budget's account.
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To allow the budget to be monitored in stages a budget can be distributed over
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the fiscal year's `Periods <account:model-account.period>`.
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.. seealso::
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Budgets can be managed from the main menu item:
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|Financial --> Budgets --> Budgets|__
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.. |Financial --> Budgets --> Budgets| replace:: :menuselection:`Financial --> Budgets --> Budgets`
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__ https://demo.tryton.org/model/account.budget
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The actual amounts for the budgets can be found from the main menu item:
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:menuselection:`Financial --> Reporting --> Budgets`
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Wizards
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-------
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.. _wizard-account.budget.copy:
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Copy Budget
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^^^^^^^^^^^
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The *Copy Budget* wizard is used to copy an entire budget.
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It allows the `Fiscal Year <account:model-account.fiscalyear>` and the amounts
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to be changed in the copied budget.
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.. _wizard-account.budget.line.create_periods:
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Create Periods
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^^^^^^^^^^^^^^
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The *Create Periods* wizard makes it easy for the user to split the budget up
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across `Periods <account:model-account.period>`. It divides the budget up by
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using the selected method.
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