How do I search for specific budgets?

Searching for specific budgets in OFX allows you to quickly locate and manage budgets for review, editing, or reporting. This is especially useful for organisations with multiple budgets across teams or projects.

Next Steps:

To search for specific budgets, follow these steps:

1. Log into your OFX account.

2. Navigate to the Budgets section:

   • Select Budgets from the left sidebar menu.

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3. Use the search or filter options:

   • At the top of the Budgets page, locate the search bar or filter options.

   • Enter relevant keywords such as the budget name, owner, or status to narrow down your results.

   • You can also use available filters to sort budgets by status (e.g., Active, Pending Approval, Closed) or by other criteria as provided in the Budgets section.

4. 

   Review the results:

   • The list will update to display only the budgets matching your search or filter criteria.

   • Click on any budget in the list to view more details or take further actions (such as editing or approving).