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Audience: Company users with budget read access and MSP staff. Your MSP manages your permissions and company access.

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Find a budget

  1. Open Budgets from the sidebar. MSP staff can choose a company in the top bar or use Global View to review accessible companies together.
  2. Enter part of the name in the Budget Title column’s Filter… field.
  3. Use Year to select the budget’s fiscal year, or Status to select Draft, Pending Approval, Approved or Archived. Filters combine.
  4. In Global View, use the Company column filter to narrow the loaded list. Clicking a company’s name instead changes the top-bar company selection.
  5. Use Clear Filters to remove table filters. This does not change the top-bar company selection.
  6. Use Previous and Next when the filtered results span multiple pages.

The Status filter narrows the list; it does not change a budget's status.

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Open the reader

Open the budget row’s … actions and choose View. The Budget Details page opens with Overview selected. The linked budget title opens the editor for users with edit access; read-only users are directed to the reader. Read the budget overview or its monthly projection. Opening a budget does not approve it.

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Understand the list amounts

Pending, Rejected and Approved separate line-item amounts by status. The list’s Total adds Approved and Pending; it excludes Rejected. The Overview’s Total includes rejected lines, so the two totals can differ. Neither should be assumed to be the full recurring annual cost—use Monthly Breakdown to review the schedule. The overall budget status and individual line-item statuses are separate. An approved budget can retain rejected or pending lines. Check the budget’s currency before comparing amounts between companies.

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FAQs

Open Budgets, find the accessible company budget, then choose the row’s View action. Ask the MSP if the module or expected budget is missing.
Title links open the editor when your role can edit budgets. Use the row’s View action for Budget Details.
Yes. Combine the Budget Title, Year and Status column filters, and the Company filter when shown.
No. It clears table filters. Change the top-bar company selection separately.
The list excludes rejected line-item amounts from Total. Overview includes them. Review the individual statuses before comparing the figures.
No. The Status filter only changes which records are displayed. Approval is a separate permission-controlled workflow.
First clear table filters and check company scope and fiscal year. If it is still missing or incorrect, ask the MSP using the Home AI Assistant and include the budget name and year.
For the full copy and cleanup workflows, see Duplicate a budget and Delete unwanted draft budgets. Approved and Archived budgets cannot be deleted.