View your budgets

View your budgets#

For: Manager | Admin You’ll need: At least one budget.

You’ll see every budget defined in your company.

Open the page#

  1. In the sidebar, go to Company → Budgets.

The list shows ‘Start date’ and ‘End date’ as separate columns, the location (’—’ when the budget is company-wide), labor budget, revenue target, and notes.

Filter and sort#

  1. Click the filter icon above the table.

  2. Filter by location.

  3. Sortable column headers are links — click one to sort.

Verify it worked#

The table updates as you change filters. Active filters appear as chips above the list — ‘Clear’ removes them.