Budget Management

Follow these instructions when you need to adjust your discretionary budget in the 4xxx to 7xxx range. Salary accounts like hourly and overtime may only be adjusted via the Budget Transfer Form Process (see next section).

Budget Transfers - CLASS-Web Instructions (see pages 8-9 for instructions on approving budget transfers in CLASS-Web).

Flowchart: Budget Transfers

1. Log into CLASS-Web.
2. Navigate to the Budget Transfer link under the Financial Information tab.
3. Enter your budget transfer directly in CLASS-Web.
4. Notify your supervisor of the pending Budget Transfer for approval.

Budget Transfers submitted via CLASS-Web are routed from the initiator to the first approver (supervisor), then to Administrative Services. After Administrative Services approves the budget transfer, your changes will reflect in Banner and on CLASS-Web.

Follow these instructions when you need to adjust your discretionary budget in the salaries accounts (1xxx and 2xxx). Budget for accounts like overtime (2303), hourly (2301), and student assistants (2340) cannot be adjusted on CLASS-Web -- it must be adjusted via the form and process below.

Flowchart: Budget Transfers

1. Fill out all necessary information on the Budget Transfer Form.
2. Submit the form to your first level supervisor.
3. If applicable, obtain all signature approvals up to your Vice President (in some cases, College President) level.
4. Submit the completed and approved form to the Business Office for processing. The Business Office will obtain approval from the Vice President of Administrative Services.

Click here for the most current Budget Transfer Form.

In addition to the instructions below, you may click here for a helpful PDF on how to view your budget in Banner 9.

1. Log into Banner.
2. Access FGIBDST.
3. Enter your Org, Fund, and Program codes in their respective fields. Leave the Account field blank so that all accounts under your budget are displayed. Also ensure that the Fiscal Year is set to the desired year ("20" is 2019-2020, "21" is 2020-2021, etc.).
4. Press Alt+Pg. Down
5. Your budget should be displayed for you, sorted by account.
   1. Adjusted Budget: your loaded budget for the Fiscal Year.
   2. YTD Activity: all currently posted year-to-date transactions for that account.
   3. Commitments: total amount of commitments that are pending and have not yet posted to the account.
   4. Available Balance: the amount of money you have unspent and unencumbered in the account.
   5. Note: accounts will be displayed if there is activity in the account, either from loading the budget, posted transactions to the account, or pending commitments. If you do not see an account code in your budget, this does not mean the account does not exist or that you cannot use it. If you do not have any budget allocated to an account, nor do you have any activity in the account, it will not be displayed. However, once there is activity in the account (from a Budget Transfer, Disbursement Request, etc.), the account will display and reflect the activity.
6. To view specific transactions within an account, highlight the account using your mouse or arrow keys, then click on the amount listed in its respective "YTD Activity" field. Next, press F3 or click "Related" --> "Transaction Detail Information [FGITRND]." This will display all posted transactions for that account. The same steps can be done for Commitments as well.

1. Log into CLASS-Web.
2. Click on the Financial Information tab, then click the Budget Queries link.
   1. Type: "Budget Status by Account."
   2. Click the Create Query button.
   3. Only the following fields should be check-marked:
      1. Adopted Budget
      2. Adjusted Budget
      3. Year to Date
      4. Encumbrances
      5. Reservations
      6. Commitments
      7. Available Balance
   4. Click the Continue button.
   5. Adjust your settings to the following:
      1. Fiscal Year: [select the appropriate year]
      2. Fiscal Period: "14"
      3. Fund: [enter fund code]
      4. Organization: [enter org code]
      5. Account: "%" (this is a wild card -- it will capture all accounts under the Fund and Org codes)
      6. Program: [enter program code] (may leave blank if multiple program codes are budgeted)
   6. If you wish, you may save these settings as a query to retrieve at any future time. To do this, enter a label in the Save Query as: field.
   7. Click the Submit Query button.