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Budget Transfer (Single Line)
- These instructions allow users to transfer non-salaried items between multiple accounts or multiple organizations. If you are moving salaried items you must use the Paper Budget Transaction Form.
- This process has the same programmed departmental security as Banner Finance; thus only allowing transactions to your area of responsibility.
- In each document created, the pluses (transfers to) must equal the minuses (transfers from).
- You can not move money to or from the Foundation. So, your chart should always be Chart 1 (University Chart).Please contact the Foundation for Foundation Budget Questions.
- We now have an Operating Expenditure Pool, which is 711. If you are moving expenditure budget, you will use the 711 account. If you are increasing your revenue budget you will continue to use the specific revenue account code.
- If you do not know your FOAPAL, you can go to the Crosswalk and search for it or search options are at the bottom for SSB search. Your FOAPAL will not default in SSB.
To complete a budget transfer (single line):
1. Budget Transfers are completed on Self Service Banner (SSB). Log in to
2. Click on the Budget Transfer link.
3. Transaction Date will default to today’s date.
4. Select your Journal Type.
5. Enter the amount you wish to transfer into the Transfer Amount field.
6. Enter your Chart of Accounts code in the Chart field.
7. The ‘FROM’ information represents where the budget funds will be reduced; therefore enter the Fund, Organization, Account & Program where the budget will be taken from. **We will not be using Index, Activity, so please skip these fields. You do not need to enter a Location for budget transfers.
8. The ‘TO’ information represents where the budget funds will be increased; therefore enter the Fund, Organization, Account & Program where the budget will be added. ***We will not be using Index and Activity, so please skip these fields. You do not need to enter a location for Budget Transfer Forms.
9. Enter a Description for the transaction.
10. Click on the Complete Button. When the Document is completed, the Document amount is automatically entered and the amount is doubled the transferred amount. Please note that the transfer amount is the amount that is transferred.
11. If this process is successful, the Document Number will appear on the resulting screen.
You might need to refer to this document number later, so you may want to write it down or print the screen. You will keep this documentation in your department; you no longer need to send a Paper Document to Accounting.
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