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Small and medium business | Business Central, N...
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Budget Consolidation

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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
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,794 Super User 2025 Season 1 on at
    Budget Consolidation
  • Sneha Mani Profile Picture
    Sneha Mani 124 on at
    Budget Consolidation
    Dear Members,
     
    Thank you for all your responses
  • gdrenteria Profile Picture
    gdrenteria 14,028 Most Valuable Professional on at
    Budget Consolidation

    Hi, good day

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

    Budget Consolidation

    Best Regards
    Gerardo

     
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 8,216 Super User 2025 Season 1 on at
    Budget Consolidation
    Agree with the previous responses, this functionality is out-of-the-box. You can achieve your goal through a third-party app or customization.
  • Suggested answer
    Inkey Solutions Profile Picture
    Inkey Solutions 1,937 on at
    Budget Consolidation
    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.
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 77,351 Super User 2025 Season 1 on at
    Budget Consolidation
    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
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,794 Super User 2025 Season 1 on at
    Budget Consolidation
    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.
     

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