45 lines
1.3 KiB
ReStructuredText
45 lines
1.3 KiB
ReStructuredText
******
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Design
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******
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.. _model-analytic_account.budget:
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Analytic Budget
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===============
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An *Analytic Budget* is used to define a financial plan for a set of
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:doc:`Analytic Accounts <analytic_account:index>` over a defined period of time
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and for a specific `Company <company:model-company.company>`.
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A budget is made up from budget lines which define the budgeted amount for an
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:doc:`Analytic Account <analytic_account:index>`.
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These lines can be grouped under another line to form a tree structure that
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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 analytic accounts.
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.. seealso::
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Analytic budgets can be managed from the main menu item:
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|Financial --> Budgets --> Analytic Budgets|__
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.. |Financial --> Budgets --> Analytic Budgets| replace:: :menuselection:`Financial --> Budgets --> Analytic Budgets`
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__ https://demo.tryton.org/model/analytic_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 --> Analytic Budgets`
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Wizards
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-------
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.. _wizard-analytic_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 period and amounts in the copied budget to be changed.
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