This article is intended for: Financial Engagement Admin Users.
Use this article to: filter the Revenues & Expenditures widget on your Financial Engagement Website.
Note: You can click on any image in this article to zoom in.
Navigate to the Revenue and Expenditures Widget
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.
Locate the Revenue and Expenditures Widget
In the Design Editor, if you have the Financial Engagement subscription, you can select to add the Revenues & Expenditures widget to your website.
- Haven’t added the Widget yet? See this article: Financial Engagement - Revenue Expenditure Widget
Note: You can click on the image above to zoom in.
Filter your Financial Data
- At the top, toggle between Expenditures and Revenue. Filter by Year, Fund, or Category.
- Toggle between different Chart types: Pie, Bar, or Mountain.
- Select View Breakdown to dive deeper into Financial Detail.
- Select Next to see additional categories.
Show Line Item Detail
- Select View Breakdown to dive deeper into Financial Detail.
- Continue selecting View Breakdown until you get to the lowest Category.
- You will see the option to Show Line Items, also known as Account Ids.
Breadcrumb Trail
As you dive deeper into specific Financial Categories, you can see where you are at the top of the screen, we call it the Breadcrumb trail.
Additional Resources
Check out our other training resources to learn more:
- Training article: Financial Engagement - Revenue and Expenditure Widget
- FAQ article: Financial Engagement FAQ: How do I update Financial Data?
Have more questions or need assistance?
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