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    Jessica Chang

    Hey Richard, 

    There isn't a way to filter over-budget account codes within the web app, but an alternative would be to export your budgets. You'll be able to easily view what budget you've set for each department. There is a breakdown of an approved amount, purchased amount, and billed amount. 

    To take it a step further, you can use Excel's (or Google Sheets) conditional formatting by right clicking on a cell.

    Conditional formatting allows you to color coordinator if the budget for a department is greater than your budget or less than your budget. It's an easy way to see an overview of what has been overspent and what has not. I've attached a screenshot to show how to set it up and how it looks like when it's finished. 

    Setting it up: 



    Let me know if this works for you!

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