Finance Self Service

Budget Quick Query

Select the Budget Quick Query from the drop down menu.

Click Create Query

You cannot choose which columns to display with the quick query.

The next screen that appears is the parameters screen which will further define the data that is to be retrieved.  (Reference the Budget Office Website for the table that describes all the parameters, or click here.)

The following fields are required:

Fiscal Year - Choose the fiscal year you want the data for by selecting the year from the drop down menu.

Fiscal Period - Choose the period you want the data through by selecting the period from the drop down menu. Note the period information is all transactions through the particular period (cumulative/YTD through that period) chosen. It is not just the transactions of any particular period. Choosing Period 14 will always give you total YTD information.

Chart of Accounts = X

FOAP = Can be entered in the following ways:

Index - (Best Practice Method) Type in your fund or org number in the Index field. The fund, org and program code will appear in their respective fields. Using the Index requires only knowing one Fund or Org, whereas entering all of the Fund, Org and Program code would require you to know 15 characters.

If you know all 15 characters you can type in the Fund number, Type in the org number, and Type in the Program code.

The following screen appears. The first box provides a summary of the query parameters that were chosen above.

The second box includes all of the account codes that have had any activity as of the budget period and fiscal year provided along with their descriptions.

Account: Data will be in account number order, lowest to highest.
Account Title - name of Account.
Adjusted Budget - the Total Budget Includes original budget, permanent budget revisions and temporary revisions.
Year-To-Date - the Actual revenue and expenditures posted to your fund/org.
Commitments - funds set aside for salaries and purchase orders.
Available Balance - This number is only accurate for non-pooled accounts. You can not get an accurate available balance for your pooled accounts here.

This screen will not show the true available balance for a fund/org because of pooling. Also, if a transaction is in suspense, it will not be reflected in the data on this form.

All financial information is grouped in summary format by account code.

Only fifteen transactions may be viewed at on time. Scroll to the bottom of the page and select Next 15 to view any additional transactions if applicable.

To view another query, click on Another Query at the bottom of the page of the current query.