---
title: Budgets Tab
description: Budgets
---

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1. [Cloverleaf AI Support](https://help.cloverleaf.ai/knowledge-base?hsLang=en)
2. [Channels](https://help.cloverleaf.ai/knowledge-base/channels?hsLang=en)

# Budgets Tab

## Explore a government body’s budget line by line, right from its Channel Detail Page. Search, filter, and compare spending and revenue across fiscal years to see where an agency puts its money.

### How to Get There

1. Click the **Channels icon** in the left navigation menu
2. Search for the government body and click its name to open the **Channel Detail Page**
3. Click the **Budgets** tab

Note: Cloverleaf AI scans government websites daily for budgets, but not every government body publishes one. If a Channel has no budget on file, the Budgets tab won't have data for it. 

### Fiscal Year and Source Document

At the top of the tab, use the **fiscal year dropdown** to choose which budget you want to view. Older fiscal years appear in the dropdown when Cloverleaf AI has collected them, so the number of years available varies by Channel. A badge next to the year shows the budget's status, such as **Adopted**.

Next to the dropdown you'll see:

- **Line items** - The total number of budget lines in this budget
- **Extracted date** - When Cloverleaf AI pulled the data from the budget document
- **View Document** - Opens the original budget document on the agency's website

![Screenshot 2026-11-12 at 4.30.04 PM](https://help.cloverleaf.ai/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.30.04%20PM.png?width=670&height=204&name=Screenshot%202026-11-12%20at%204.30.04%20PM.png)

### Reading the Budget Table

Every budget in Cloverleaf AI is laid out the same way, so you can compare agencies side by side. Cloverleaf AI adds up the line items itself, so the totals shown may differ from the totals printed in the agency's own budget document.

#### **Budget levels**

The table is organized into four levels, from largest to smallest:

| Level | What it is |
| --- | --- |
| Section | Revenues (money in) or Expenditures (money out). Lines the agency didn't label as either appear under Other. |
| Group | A set of related categories, such as Public Safety or Utilities |
| Category | What the money is for or where it comes from, such as Fire or Police. Categories are the same in every budget. |
| Line Item | A single budgeted amount |

#### **Columns**

Each line item shows its **Fund**, plus the agency's own **Department** and **Division** when the budget includes them. Next to those are the dollar amounts for each fiscal year. Depending on the budget, each year can include:

- **Actual** - What was actually spent or collected
- **Adopted** - The budget the governing body approved
- **Amended** - The adopted budget after changes during the year
- **Recommended** - The proposed budget before it was adopted

![Screenshot 2026-11-12 at 4.30.49 PM](https://help.cloverleaf.ai/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.30.49%20PM.png?width=670&height=291&name=Screenshot%202026-11-12%20at%204.30.49%20PM.png)

#### **Moving around the table**

- Click the **arrow** next to a row to open or close it
- Click the **open or close all** button next to a group's name to open or close everything inside that group
- Click the **Expand all / Collapse all** button next to the **Group** column header to open or close the entire table at once
- Each group name ends with its number of line items, like "Public Safety (32)"
- Higher-level rows are shaded darker, so you can see how the levels nest
- As you scroll, the groups above the rows you're viewing stay pinned to the top

![Screenshot 2026-11-12 at 4.31.22 PM](https://help.cloverleaf.ai/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.31.22%20PM.png?width=670&height=241&name=Screenshot%202026-11-12%20at%204.31.22%20PM.png)

 

### Searching and Filtering

#### **Search line items**

Type a word or phrase into the **Search line items** box. The table shows only the rows that match and opens every group so you can see them.

#### **Filter by category**

Click the **categories dropdown** and check the categories you want, such as Fire or Police. Picking a group selects every category inside it.

![Screenshot 2026-11-12 at 4.33.49 PM](https://help.cloverleaf.ai/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.33.49%20PM.png?width=315&height=438&name=Screenshot%202026-11-12%20at%204.33.49%20PM.png)

#### **Choose which columns to show**

Click the **All columns** dropdown to show or hide specific fiscal years and amount types, such as 2024-2025 Adopted or 2025-2026 Recommended. Each option shows how many rows have data.

#### **Add custom filters**

Click **Filters** to build a more specific filter:

1. Choose a **column**, such as Line Item
2. Choose an **operator**, such as contains
3. Enter a **value**
4. Click **Add Filter** to add another. Click **Remove All** to clear them.

![Screenshot 2026-11-12 at 4.32.34 PM](https://help.cloverleaf.ai/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.32.34%20PM.png?width=635&height=291&name=Screenshot%202026-11-12%20at%204.32.34%20PM.png)

### Expanding the Table

Click the **expand icon** in the top right of the table to use the full width of the page. This hides the Organization Profile and Contacts panel so you can see more columns at once. Click it again to go back.

![Screenshot 2026-11-12 at 4.34.26 PM](https://help.cloverleaf.ai/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.34.26%20PM.png?width=54&height=48&name=Screenshot%202026-11-12%20at%204.34.26%20PM.png)

### Help Inside the Tab

Click the **question mark icon** in the top right of the table to open **Reading this budget**, a quick guide to the budget levels, table controls, and filters.

### Tips

- **Find your category fast.** Use the categories dropdown to jump straight to the spending areas that matter to you, then compare them across fiscal years.
- **Search for specific items.** Try terms like a product type, program name, or technology to see whether an agency has funds set aside for it.
- **Look back in time.** When older fiscal years are available, switch between them to see how spending in an area has grown or shrunk.
- **Compare Adopted to Actual.** A big gap between what was budgeted and what was spent can show where money is going unused or running over.
- **Check the source.** Click **View Document** to read the original budget when you need the agency's own wording.

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