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[IMP] accounting: explain budgetary positions (#354)

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From forum question: https://www.odoo.com/forum/help-1/question/i-don-t-understand-the-purpose-of-budgetary-positions-why-do-we-use-them-149442
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Ray Carnes 2019-08-29 00:38:32 -07:00 committed by Richard Mathot
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accounting/others/adviser/budget.rst
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@ -5,9 +5,12 @@ How to manage a financial budget?
Overview
========
Managing budgets is an essential part of running a business. It allows
you to measure your actual financial performance against the planned
one. Odoo manages its budgets using both General and Analytic Accounts.
Managing budgets is an essential part of running a business. Budgets help
people become more intentional with the way money is spent and direct people
to organize and prioritize their work to meet financial goals. They allows
you to plan your desired financial outcome and then measure your actual
performance against the plan. Odoo manages budgets using both General and Analytic
Accounts.
We will use the following example to illustrate. We just started a
project with Smith&Co and we would like to budget the incomes and
@ -34,10 +37,23 @@ management** feature
Budgetary Positions
-------------------
Budgetary positions are the general accounts for which you want to keep
Budgetary positions are lists of accounts for which you want to keep
budgets (typically expense or income accounts). They need to be defined
so Odoo can know it which accounts he needs to go get the budget
information. Some might be already installed with your chart of
information.
The budgetary positions act as a type of restriction on what can be recorded
in the 'practical amount' column in a budget.
Each budgetary position can have any number of accounts from the general
ledger (the main chart of accounts) assigned to it, though it must have at least one.
If you record a transaction that has an analytic account assigned to it that *is*
included in a budget line but one of the general ledger accounts *is not* included
in the budgetary position for that same budget line, it will not appear within the
'practical amount' column of that budget line.
Some budgetary positions might be already installed with your chart of
accounts.
To define the positions enter the :menuselection:`Accounting module --> Configuration -->