[IMP] accounting: explain budgetary positions (#354)
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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@ -5,9 +5,12 @@ How to manage a financial budget?
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Overview
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========
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Managing budgets is an essential part of running a business. It allows
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you to measure your actual financial performance against the planned
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one. Odoo manages its budgets using both General and Analytic Accounts.
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Managing budgets is an essential part of running a business. Budgets help
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people become more intentional with the way money is spent and direct people
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to organize and prioritize their work to meet financial goals. They allows
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you to plan your desired financial outcome and then measure your actual
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performance against the plan. Odoo manages budgets using both General and Analytic
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Accounts.
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We will use the following example to illustrate. We just started a
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project with Smith&Co and we would like to budget the incomes and
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@ -34,10 +37,23 @@ management** feature
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Budgetary Positions
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-------------------
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Budgetary positions are the general accounts for which you want to keep
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Budgetary positions are lists of accounts for which you want to keep
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budgets (typically expense or income accounts). They need to be defined
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so Odoo can know it which accounts he needs to go get the budget
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information. Some might be already installed with your chart of
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information.
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The budgetary positions act as a type of restriction on what can be recorded
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in the 'practical amount' column in a budget.
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Each budgetary position can have any number of accounts from the general
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ledger (the main chart of accounts) assigned to it, though it must have at least one.
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If you record a transaction that has an analytic account assigned to it that *is*
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included in a budget line but one of the general ledger accounts *is not* included
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in the budgetary position for that same budget line, it will not appear within the
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'practical amount' column of that budget line.
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Some budgetary positions might be already installed with your chart of
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accounts.
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To define the positions enter the :menuselection:`Accounting module --> Configuration -->
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