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Budget statuses

Draft, Bid and Awarded before the lock; Working and Final after it. Archive is separate.

A budget moves through Draft → Bid → Awarded → Working → Final.

  • Draft, Bid and Awarded are before the lock. Change between them freely from the status in the budget bar.
  • Locking the bid moves the budget to Working.
  • Final creates a protected Final actual snapshot, for when the job is wrapped and reconciled.

Archiving is separate from status: it hides a budget from the main list and makes it read-only.

Filter your budgets list by status with Filter by status.

Not what you were looking for? Write to hello@actualsbudget.com.