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Budget Consolidation

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Posted on by Sneha Mani

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Dear Members,

I would like to know if there is any standard functionality available to consolidate the G/L Budget from the standalone entities. For instance, there are two independent entities, Company A and Company B, and I have established a new company called "Consolidation AB" to consolidate both Company A and Company B. I have set up the budgets for both entities A and B, but when I perform the consolidation, I do not see the budget entries reflected in the company "Consolidation AB." IIs there a standard solution available to include the Budget entries in the Consolidation company?

Please share your valuable Ideas / solution for the above mentioned.

Thanks in advance,

Sneha

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Dynamics 365 Business Central

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Valentin Castravet 31,586 Super User 2025 Season 2 on at

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This functionality is not available in the system. In such cases, third-party reporting tools like Jet Reports can be helpful, as they allow you to create reports that pull data from multiple companies. Alternatively, you can explore other third-party apps designed for reporting or consolidating budget entries. Another option is to manually load the consolidated budget into the consolidated company yourself.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 96,039 Super User 2025 Season 2 on at

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As far as I know, there is no such feature.
You can use the external tools mentioned by Valentin, or consider customization.
You can also export the budget for analysis outside the system.

Thanks.

ZHU

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Inkey Solutions 2,102 on at

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As per our Knowledge There is no such a feature available in Business central Out of the Box functionality which provide this feature. Sub entities Budgets aren't included in consolidation by default because the system focuses on financial data like balances, not planning data like budgets. To include budgets, you need to manually export and import them in consolidate company or use a third-party solution.

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Khushbu Rajvi. 21,048 Super User 2025 Season 2 on at

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Agree with the previous responses, this functionality is out-of-the-box. You can achieve your goal through a third-party app or customization.

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Gerardo Rentería Ga... 25,396 Most Valuable Professional on at

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Hi, good day

Some third party solution may give you an idea or help you.

Budget Consolidation

Best Regards
Gerardo

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Sneha Mani 340 on at

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Dear Members,

Thank you for all your responses

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Valentin Castravet 31,586 Super User 2025 Season 2 on at

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You're welcome!

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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