Track Budget Information

The Budgets list shows you all your projects and their budget information, with controls to filter the list by budget status and fiscal year. The list displays budget information like name, fiscal year, status, total gross, total spent, and other custom-configured budget data.

You can download the budget list as a CSV file by clicking the Download Budget List button at the top right. The downloaded CSV will only include the budgets you are currently viewing, which can be controlled using the year and status filters.

The CSV includes additional budget information like scope of work, when the budget was created and last updated, and other information.