Banner Budget Queries in eServices
Log into MyVCU.
Click on eServices/VCU Self Service.
Click on Finance.
Click on Budget Queries.
Select a type under Create a New Query. Let’s look at the
first selection, Budget Status by Account.
Click on Create Query.
Select (check or uncheck) the information columns you would like
included on your query. Give your query a name if you wish to use it
again. Check whether you would like to share this report with others (will
be saved under Existing Queries and others may view). Click Continue.
Tip: Adjusted Budget is your Current Budget. Year to Date is year to date
expenditures.
Select the Fiscal year and fiscal period. Tip: Selecting fiscal period
14 gives you year to date results or select through a particular
month end where July=1 and June=12.
If you wish to compare your results to a previous fiscal year
and fiscal period, select the values here. Next type in your
organization (org code/index).
Specify an account or leave blank to see all accounts. If your org
earns revenues, you can check Include Revenue Accounts.
If you want to save this query with these parameters, type in the
name and check whether you want to share the report (will be
made public on the eServices menu). Click on Submit Query.
Results will show year to date adjusted budget, expenditures and
available balance by each expenditure account. To see further
detail, click on any amount listed in the year to date column.
The transactions that make up the expense totals will be
displayed. Use your browser’s back button to return to the
summary report.
If you want to download this report (Excel download), scroll to the
bottom and select download all columns or download selected
columns. You can also have the report add a column to show the
percentage of budget expended.
Other report options include: Budget Quick Query-does not
drill down to transaction level. Budget Status by
Organizational Hierarchy-allows a higher security level view
by department or major budget unit.