The Budgets tab within the Finance Navigation Bar displays budgets related to the matter that have been recorded in Lawtrac. The budget number is a hyperlink that takes you to the budget's detail page. The budget code, firm or vendor, type, frequency, and budget amount are also shown.

To view a list of your matter budgets, select View Budgets.

• Click a radio button () to show a list of active budgets, inactive budgets, or both. Click List Budgets to confirm and refresh the page.
• Under "Options", select the drop-down list to show budgets by type or frequency.
• Use the arrows   in the column headers to filter the arrangement of the list by budget number, fiscal year, firm/vendor, or amount.
• Click the  at the top right of the screen to be taken back to the Matter record.

To edit a budget, click on the budget code from a Matter Budget list. You are redirected to a new page with the budget detail.

For information about initiating a budget, refer to the Firms & Vendors section.