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
Switch the toggle to Expenditures to show spending.
Edit the Revenue & Expenditures 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.
Where Your Numbers Come From
Your widget displays your ClearGov Financial Data, using the default version for each fiscal year. How that data stays current depends on how you budget:
- Operational Budgeting: the last version you save in your default budget displays on your widget. Edits in the Worksheet don't appear until you save a version.
- Financials tool: add or update versions, and choose each year's default version in Manage Versions.
- Everyone else: send new data to the Data Team with a Data Update Request.
To learn more, see our training article: Financial Engagement FAQ: How do I update Financial Data?
Additional Resources
Check out our other training resources to learn more:
Have more questions or need assistance?
Submit a Request