Before you view budget status, ensure you have access to the Budgets section in your OFX account. Only users with the appropriate permissions can view detailed budget information and status.

Next Steps:

To view the status of a budget, follow these steps:

1. Log into your OFX account.

2. Navigate to the Budgets or Approvals section:

   • For a summary of all budgets and their statuses, select Budgets from the left sidebar menu.

3. Locate the budget you wish to check:

   • In the Budgets section, review the list of budgets. Each budget will display its current status (e.g., Active, Pending Approval, Approved, or Closed).

What happens next:
You can monitor the status of all budgets in real time. If you are a budget owner or approver, you can take further actions such as approving, editing, or closing budgets as required.

Why is this important:

Viewing budget status is essential for effective financial management and oversight. It helps you track which budgets are active, pending, or closed, ensuring that resources are allocated appropriately and that all team members are aware of current financial limits and approvals.

Related FAQ Articles:

• How does a user approve a budget?

• How do I create a budget for my team ?

• How can a user be a member of a budget?