Banner SSB Budget vs. Actual Report Overview and Purpose The Banner Self Service Budget vs. Actual report provides a ‘snapshot’ summary for department budget managers. The report contains information on current budget, current year to date expenditures, encumbrances and remaining balance. The Budget vs. Actual report also includes a calculation of the current percent of budget spent. NOTE: The Budget to Actual Report displays only operational expenses. (Account codes beginning with 7) Procedure Detail The Budget to Actual Report displays the following information: Original Budget Amount Budget Adjustments Current Budget (Original Budgets + Adjustments) YTD Activity (all operating expenses account code beginning with 7) Encumbrances (any encumbrances in Banner PCO’s do not encumber) Current Remaining Balance (Current Budgets less YTD Activity and Encumbrances) Percent Spent Budget to Actual Report Log in to EagleNet, and select the Banner Self Service Tab from your initial EagleNet page. If you need assistance logging into EagleNet, please contact the University of Mary Washington Help Desk at 540-654-2255 Select the Finance Tab; then select “Budget to Actual Report”. The FOAP Selection page will display.
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Banner SSB Budget vs. Actual Report
Overview and Purpose
The Banner Self Service Budget vs. Actual report provides a ‘snapshot’ summary for
department budget managers. The report contains information on current budget, current
year to date expenditures, encumbrances and remaining balance. The Budget vs. Actual
report also includes a calculation of the current percent of budget spent.
NOTE: The Budget to Actual Report displays only operational expenses.
(Account codes beginning with 7)
Procedure Detail
The Budget to Actual Report displays the following information:
Original Budget Amount
Budget Adjustments
Current Budget (Original Budgets + Adjustments)
YTD Activity (all operating expenses account code beginning with 7)
Encumbrances (any encumbrances in Banner PCO’s do not encumber)
Current Remaining Balance (Current Budgets less YTD Activity and Encumbrances)
Percent Spent
Budget to Actual Report
Log in to EagleNet, and select the Banner Self Service Tab from your initial EagleNet
page.
If you need assistance logging into EagleNet, please contact the University of Mary
Washington Help Desk at 540-654-2255
Select the Finance Tab; then select “Budget to Actual Report”. The FOAP Selection
page will display.
Enter the desired parameters:
Fiscal Year Defaults to the current fiscal year. Click the arrow on the drop down
menu to select a previous year.
Organization Code(s) Multiple Organization codes may be selected by holding down the
CTRL key and clicking the desired org codes.
Click the “Submit” Button. The Budget to Actual Report will display in the current
window.
The report can be downloaded to an Excel spreadsheet by clicking the ‘Download
Summary Report to xls File’ Button. The File Download pop up will display.
Select ‘Open’ to view the report in Excel format.
The data may then be formatted and manipulated like any other Excel spreadsheet.
Year to Date Detail Report
The Year to Date Detail Report displays the following information:
Fiscal Year
Posting Period
Organization Code
Fund Code
Account Code
Type (of transaction)
Document Number
Transaction Description
Transaction Amount
To view the Year to Date Detail Report, click the underlined YTD Activity total from the
Budget to Actual Report.
Year to Date transactions are displayed by Posting Period (Posting Period 1 = July,
Posting Period 2 = August, etc), and account code.
The Year to Date Detail Report may also be downloaded to an Excel file for further
formatting and manipulation. Scroll to the bottom of the Year to Date Detail Report and
click the ‘Download Individual Details to File’ button.
Example: Year to Date Detail Report downloaded to Excel.
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