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.