> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Find and open a budget

> Find a company budget by title, year or status, then open its reader.

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

## 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.

<Frame caption="The Status filter narrows the list; it does not change a budget's status.">
  <img src="https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/budget-status-options.png?fit=max&auto=format&n=CuJu_16D8ZGdquKW&q=85&s=2a21a21e634d5c2746604a8ac27a2d73" alt="Budget Status options: All, Draft, Pending Approval, Approved and Archived." width="312" height="332" data-path="images/product/budget-status-options.png" />
</Frame>

## 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](/user-guides/budgets/read-budget) or [its monthly projection](/user-guides/budgets/read-monthly-breakdown). Opening a budget does not approve it.

## 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.

## FAQs

<AccordionGroup>
  <Accordion title="Where can a Company user see a budget?">
    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.
  </Accordion>

  <Accordion title="Why does clicking the budget title open an editor?">
    Title links open the editor when your role can edit budgets. Use the row's View action for Budget Details.
  </Accordion>

  <Accordion title="Can I search by year and status together?">
    Yes. Combine the Budget Title, Year and Status column filters, and the Company filter when shown.
  </Accordion>

  <Accordion title="Does Clear Filters change my selected company?">
    No. It clears table filters. Change the top-bar company selection separately.
  </Accordion>

  <Accordion title="Why is the list Total smaller than the Overview Total?">
    The list excludes rejected line-item amounts from Total. Overview includes them. Review the individual statuses before comparing the figures.
  </Accordion>

  <Accordion title="Does filtering to Approved approve a budget?">
    No. The Status filter only changes which records are displayed. Approval is a separate permission-controlled workflow.
  </Accordion>

  <Accordion title="How do I report a missing or incorrect budget?">
    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.
  </Accordion>
</AccordionGroup>

For the full copy and cleanup workflows, see [Duplicate a budget](/user-guides/budgets/duplicate-budget) and [Delete unwanted draft budgets](/user-guides/budgets/delete-budgets). Approved and Archived budgets cannot be deleted.