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| How do I view budget information using the Web? |
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Click Enter Secure Area Click on Financial Information Click on Budget Queries Under Create a New Query by type, leave Budget Status as "Budget Status by Account" Under Retrieve Existing Query, click on the down arrow and choose Budget Status Report (Shared) Click on Retrieve Query Click on Continue Fiscal year should default to the current fiscal year. You can compare two fiscal years by putting year in Comparison Fiscal Year Choose the following options based on the information that you wish to see Fiscal period (July=01, August=02, September=03, etc) (If you wish to view total annual budget compared to current year to date expenses, choose fiscal period 12, regardless of the current fiscal period) Chart of Accounts = 1 Organization (your six digit department code in Banner) Fund = 10, 30, or 50
All other fields can be left blank
If you would like to save this query for future use, enter a name for the query in the block next to Save Query As. Click Submit Query This will display, by account, the information for the entered organization code as of the end of the selected fiscal period. You may view the activity behind any amount that is blue and underlined. Click on the amount and the detail transactions will be displayed. If there are more accounts than can be displayed on one screen, there will be a ‘Next 15’ button at the bottom of the page. Click on this button to see the additional accounts and their balances. If you click on the ‘Another Query’ button at the bottom of the page, you will return to screen at step 4 above.
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