Budget

1. Navigate to the Budget page and click Create in the left-side menu.
2. Enter the budget Year, and then click Create. 
   
   
   
3. Click on the short-name of a fund.
   • Only funds that have the Budget setting enabled will appear. 
     
     
     
4. Enter the yearly budget for each line item in the fund, and then click Update. 
   • Adjustments can be made to the existing budget in the Adjustment column.
   • The total budget and adjustment amount appears in the Projected column.
   • If a budget for this fund has previously been created, the budget for the prior financial year appears in the Prior Budget column.
   • The system will divide the amount listed within each line item by 12 to create a monthly budget. The monthly budgets can be modified, which is covered in the next section.
     • If the annual budget amount is not easily divided by 12, the system will round the value entered up or down to the nearest cent that is divisible by 12.
       

If a budget is being used to track departmental transactions, creating and using a subfund of the Operating Fund for that department will allow for easy tracking and organization of any budgetary entries. 

The system divides the amount listed within each line item by 12 to create a monthly budget, but the months can be modified if needed.

1. Navigate to the budget. 
2. Either click the amount that corresponds to the fund and account that needs to be edited or click the Account number that needs to be edited.
   • Clicking the amount advances to a page where the budget for that fund can be edited. The image in step three reflects this selection.
   • Clicking the account number advances to a page where that account's budget for all funds in the budget can be edited. 
     
     
     
3. Make applicable edits, and then click Update.
   • The total at the bottom of the page updates as changes are made.
   • The budget can be saved with a new total other than the original total entered in the budget.
     

A budget from a prior financial year can be copied. 

1. Navigate to the Budget page.
2. Click a budget year.
   
   
   
3. Click Copy in the left-side menu.
4. Enter the budget year, and then click Copy.
    
   
   
5. Enter the yearly budget for each line item in the fund, and then click Update. 
   • Adjustments can be made to the existing budget in the Adjustment column.
   • The total budget and adjustment amount appears in the Projected column.
   • The prior financial year's budget appears in the Prior Budget column.
   • The system will divide the amount listed within each line item by 12 to create a monthly budget.
     

A budget can be imported after creating the budget year. 

1. Navigate to the Budget page and click Create in the left-side menu.
2. Enter the budget year, and then click Create.
   
   
   
3. Click Import in the left-side menu.
4. Click [Download Template] to download the budget template for the year that is created.
   • The template will download as a .csv file.
     
     
     
5. Open the template, enter the budget information, and then save the template to your computer.
   • Instructions for how to fill out the template are available on the import page.
   • The file must be saved in .csv format.
6. Click Choose File.
   
   
   
7. Select the .csv file from your computer.
8. Click Process.
   
   
   

A background job will be created.