This article is intended for: Financial Engagement Admin Users.
Use this article to: add the Revenue and Expenditure Widget to your Engagement Website.
Note: Click on any image to zoom in.
Navigate to the Content & Design Tab
To begin, log in to Financial Engagement by signing into admin.courbanize.com
Note: In order to visualize onboarded financial data on your engagement website, you must have the Financial Engagement subscription. You can always connect with your ClearGov Point of Contact to discuss more.
Add the Revenue and Expenditures Widget
In the Design Editor, if you have the Financial Engagement subscription, you can select to add the Revenue and Expenditures widget.
- Once you are logged in, navigate to the Content & Design and into the Design Tab.
- On any page where you can add a Widget, select to + Add Widget.
- Select the Revenues & Expenditures widget option to add it to your website!
Revenue
Toggle between Revenue and Expenditures in the top left. The screenshot below shows an example of Revenue.
Expenditures
Edit the Revenue Expenditure Widget
- Navigate to the Design Tab
- Locate your Revenue Expenditures Widget and select the three action dots in the top-right corner.
- Select the Edit Pencil to configure the widget.
- Toggle off or on Revenue and Expenditures, and optionally edit the title of the chart categories.
- Select Save Chart to finalize your edits.
Additional Resources
Check out our other training resources to learn more:
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