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• Movement of budgeted funds from one organization to another (e.g., Arts & Science Dean contributes operational dollars to Chemistry for equipment).
• Movement of budget allocations from one budget line account to another within the same organization (e.g., general operations dollars moved to student wages).
• Must be within the same fund (e.g., Fund #100010 to 100010)

Budget Amendment Request

Movement of funds between two different fund numbers, examples:

• Move carryforward funds to general operations (Fund # 10001C to 100010)
• Match for Grant (Fund # 100010 to 184XXX)
• Contributing to a capital project (Fund # 100010 to 9XXXXX)

Transfer form

Budget Amendments and Transfers are reflected in the Adjusted Budget column in Banner; these activities have an effect on your Adjusted Budget (Base budget +/- amendments or transfers). 

Interdepartmental Transfers (IDTs) are processed by Accounting Services as cost activity (not budget activity) and are therefore reflected in your Year to Date Activity. column.  Visit Accounting Services to learn more about the process and obtain the IDT form.

Management Tools - Labor Distribution Presentation

Management Tools - Labor Distribution Handout

Basic Banner Budgeting

Download the PowerPoint file to view the slide notes as comments.

Fringe Benefit Rates FY25
Fringe Benefit Rates FY24
Fringe Benefit Rates FY23
Fringe Benefit Rates FY22

Budget Summary FY24
Budget Summary FY23
Budget Summary FY22
Budget Summary FY21
Budget Summary FY20

Budget Book FY25
Budget Book FY24
Budget Book FY23
Budget Book FY22
Budget Book FY21