CNM Finance Self-Service Performing a Budget Query
Budget Query in 5 Easy Steps
1. Log in to MyCNM
2. Select Finance Tab
3. Select Finance Self-Service link
4. Select Budget Queries (3 types)
5. Enter Organization Number and Any Other Optional Criteria
Logging into CNM Finance Self-Service
Go to the CNM homepage (www.cnm.edu)
Click on the MyCNM button
Log in using your CNM User Name and Password
Select Finance tab at top of the screen
Click on Finance Self- Service link
Selecting Budget Queries
The Finance Menu contains these options:
The Budget Queries feature of Finance Self-Service allows users to view 3 types of Budget Queries.
Budget Query by Account is recommended to provide the most detail.
Selecting Budget Queries (Cont'd)
1. Budget Status by Account: View budget information for Organizations detailed by account.
2. Budget Status by Organizational Hierarchy: View summarized budget information using actual
or hierarchical Organization or Account Codes. Most useful for orgs using rollup codes.(ex. Schools)
3. Budget Quick Query: View summarized budget information for Organizations. Cannot drill down
for additional detail.
Parameters of Data
End User selects the parameters for the Budget Query. Refer to Definitions Guide.
Parameters of Data (Cont'd)
Budget data may be compared to data in other fiscal years and period. A Fiscal Period is the month
within a Fiscal Year beginning with July. (12 months plus two adjustment periods=14 fiscal periods)
Recommended setting is fiscal period 14.
Reading Your Query Results
Depending on the criteria entered, budget information results will populate. You can view additional
information by clicking any item highlighted in blue. This will enable you to drill down to further see
detailed information about the document.
Reading Your Query Results (Cont'd)
Below is the detail of the Contract Services Account (8201) in the year to date column.
Remember: All information queried is active, real-time financial data from Banner.