Skip to main content

How to View Budget Records

Updated this week

Pluto makes it easy to track how budgets are performing with smart, flexible views that show real-time financial data across your organization.

Whether you're an employee tracking personal usage or an admin overseeing dozens of budgets, the platform offers tailored dashboards to meet your needs.


  • Assigned Budgets

These are budgets specifically assigned to you or a department you're a part of.

  • My Requests

These are budget requests that you've created and are awaiting approval or rejection.

This dashboard is where you can view the history of all the requests you've personally created.

  • Manage Budgets

If you're an employee (who is also a department head or manager for another user) or an admin, you'll be able to see their assigned budgets.

  • Budget Requests

If you're an employee (who is also a department head or manager for another user) or an admin, you will be able to see their budget requests, which you can approve or reject.

You'll also have full visibility of all their records for those budgets.

Did this answer your question?