Viewing the Budget

Viewing the Budget

The system has several ways to view or review budget information.   
 
ACCOUNT INQUIRY  
 
Account Inquiry can help you quickly view budget levels and compare current approved budgets with year-to-date actual amounts.  Budget information can be found on the following tabs in Account Inquiry: Single Account, Detail, Multiple Accounts, Budget, and Journal. 
 
 Single Account – This tab allows you to see the period and YTD Totals for an account along with budget information and the variance on budgetary accounts.
 Detail – This tab allows you to display individual transactions for a specific account and period(s). To show the budget transactions, you must select the budget options on the bottom of the screen.
 Multiple Accounts – This tab allows you to select multiple accounts and display period and YTD totals for those accounts. To show budget information, you must select the budget option on the bottom of the screen.
 Budget: This tab has several sub-tabs:
      o Budget by Level: This tab allows you to view how the budget for each item has progressed through the various stages of the budgeting process. Options at the bottom of the screen allow you to             choose how much detail you see and which levels are displayed.
      o Budget Comparison: This tab allows you to compare the current year budget with current year actual, prior year budget with prior year actual, and prior year actual with current year actual. You can also             change the amount of detail you see.
      o Budget Notes: This tab allows you to view or add budget notes for a specific account. Remember that budget notes can be linked to specific fiscal years. 
 
 

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