1. Budget Training
May 2018

2. Budget Office
Mary Jo Anderson - Director of Budget and Planning
Daniel Bishoff - Senior Budget Analyst
Zachary Murray - Senior Budget Analyst
Aspen Wimmer - Student Budget Assistant
Academic Budget Support
Bruce Tebbs
Lisa Swanson

3. Training Objectives Review common budget questions
Learn basic Banner search techniques to answer budget questions
Understand budget related forms and when to use them and how to find them

4. Common Budget Questions
What is a FOAPAL?
How much do we have left in our _____________ budget? (salary, wage, current expense, travel etc)
How much do we have in our fund balance?
What do I need to do to move money from A to B?
What do I need to do to adjust our budget?
How do I setup a budget?
I am trying to setup a PO and it says there is insufficient budget, how do I fix that?

5. What is a FOAPal
FUND - 6 Digit code that indicates WHERE the transaction comes from
ORGANIZATION - 5 digit code that indicates WHO is responsible for the transaction
ACCOUNT - 4 digit code that indicates WHAT the transaction was for
PROGRAM - 2 digit code that indicates HOW we compare to other institutions
ACTIVITY - Up to 6 characters (alphanumeric) that tracks specific activities
LOCATION - N/A for department use, only used by Finance
More information

6. How much do we have left in our _______ budget?
Budget Categories
Salaries (6100)
Wages (6210)
Benefits (6300)
Current (7049)*
Travel (7500)
Capital (7700)
Banner Admin screens: FGIBAVL*, FGIBDSR

7. How much do we have in our fund balance?
Banner: FGITBSR
Enter Fiscal Year and Fund
click GO
(or alt+page down)

8. What do I need to do to move money from A to B?
First question: When you say money do you mean cash (fund balance), budget, or actual expenses/revenues?
Cash Transfer (Transfer of Funds) form to
Budget Transfer form to
Expense/Revenue Transfer form to or use google sheet

9. What do I need to do to adjust our budget?
Budget Transfer Request (E&G to E&G) moves budget from one budget line to another budget line or to another ORG
Non-E&G Budget Revision is used to revise a non-E&G budget that has already been setup for the fiscal year
Budget Forms

10. How do I setup a non-E&G budget?
Non-E&G Budget Request is used to set up a non-E&G budget for the fiscal year. Once the budget has been set up, changes to the budget are made using the non-E&G budget revision form.
Information required to fill out form:
Fund balance
FOAPal information
Account amounts (based on estimates for the fiscal year)
Budget Forms

11. Trying to setup a PO it says insufficient budget, now what?
First check FGIBAVL
Enter Index or FOAPal
Account should be 7000
Click GO
(alt+page down)

12. Trying to setup a PO it says insufficient budget, now what?
Second, determine whether expenses need to be moved, budget needs to be revised (non- E&G), budget transfer needs to happen (E&G) or if encumbrances need to be liquidated.
Third, submit appropriate paperwork based on what needs to happen.
Once the paperwork has been processed the PO should go through

13. Common Banner Screens FGIBDSR - Executive Budget Summary
FGITRND - Detail Transaction Activity
FRIGITD - Grant Inception to Date
FRIGTRD - Grant Transaction Detail Form
FGITBSR - Trial Balance Summary
FGIGLAC - General Ledger Activity
FGIBAVL - Budget Availability Status
FGIOENC - Organizational Encumbrance List
Banner Training

14. Banner Admin Tips F3 - Drill down (from FGIBDSR to FGITRND)
F4 - Drill down (from FRIGITD to FRIGTRD)
F5 - Start Over
F7 - Filter Again
F8 - Execute Search
Alt+PgDn - GO
Shift+F1 - Export

15. Questions?
Are there specific questions that you would like to look at for your area?
General questions about budgets or materials covered?