Budget Transfer Training
Conducted by the Budget Office
Corbin deNagy

In the past, spending on non-E&G departments was not
controlled by “Budget Checking.”

Starting in 2015-16, spending will be controlled at the
Budgetary Account level (Faculty, A&P Benefits, OPS,
Expense, OCO, etc.).

You will not be controlled at the Sub-Budgetary Account
level.
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Even though non-E&G departments will go through “Budget
Checking,” the Budget Office will still monitor cash balances.
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Budget Managers will now be required to correct budget
deficits and cash deficits.
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Like previous years, E&G budgets will be budget
checked at the Budgetary Account level.
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You will not be controlled at the Sub-Budgetary
Account level.
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Unlike previous years when Carryforward was
only Budget Checked at the 700001 Account level,
starting in 2015-16, Carryforward will be Budget
Checked at the Budgetary Account level.
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You will not be controlled at the Sub-Budgetary
Account level.
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Unallocated Balance
◦ Budgetary Account 999001
◦ Funds 126, 140, and 240 only
◦ Difference between budgeted expenditures and actual
July 1 carryforward balance
July 1 CF Balance
Budgeted Expenditures
Unallocated Balance
$50,000
$45,000
$5,000
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Addition to Fund Balance
◦ Budgetary Account 999002
◦ Non-E&G funds only
◦ Result of budgeted revenues greater than expenses
Account
Budget
Revenue
$10,000
Expenses
$8,000
Addition to Fund Balance
$2,000
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
Due to significant changes, we are deleting the
Budget Transfer role for everyone at the end of
June.

Role will need to be requested (or re-requested) in
2015-16.

Due to budget checking changes, many non-E&G
users will now need the role.
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my.fsu.edu
Submit Request – Add/Remove Role
Search by your Last Name
Check Financials and click Continue
Check Add and click Continue
Check Both and click Continue
Check FSU BUDGET TRANSFER
Read Message and click OK
Scroll to the bottom and click Continue
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
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Select your “Reason for Request”
Enter the department ID(s) you need budget
transfer access to in the “Justification” box
Click Submit
The Budget Office will ensure the role request is
routed to the appropriate DDDHC(s) for approval
NOTE: No more Budget Transfer Role Request
Form
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
Some budget transfers must be posted by the Budget
Office (refer to Overview of Budget Transfers).
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To facilitate a quick turnaround, departments are
encouraged to attach any supporting documentation
(e.g., memos or emails) to the budget transfers in
OMNI.

Departments are encouraged to use the “Notify”
button to let the Budget Office know that the transfer
is ready to be posted.
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
Overview of Budget Transfers

Departmental Guide to Budget Adjustments
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Job Aids
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All will be located at:
http://budget.fsu.edu/Training-Resources
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Description
Budget Journals
(Budget Office use only)
Budget Transfers
Type
Funds
Recurring Original
Permanent
E&G only
Non-Recurring Original
Temporary
Any
Recurring Adjustment
Permanent
E&G only
Non-Recurring Adjustment
Temporary
Any
Recurring Transfer
Permanent
E&G only
Non-Recurring Transfer
Temporary
Any
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
Need to transfer $5,000 to clear a negative
available balance:
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Need to transfer $2,500 from Addition to Fund
Balance to clear a negative available balance:
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
Variances between revenue budgets and actuals
will not prevent departments from posting
revenue or spending.
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However, departments, may transfer revenue
budget between accounts if they desire to do so.
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These transfers must be posted by the Budget
Office.
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Prevent expenditure transactions from posting.
Budget Error
Budget is Closed
To Correct
• Sponsored Research Only: Contact SRA
• All Others: Contact the Budget Office
Exceeds Budget Tolerance
(The transaction did not pass • Follow procedures to increase Available Balance
“Budget Checking”)
No Budget Exists
• If possible, process a Budget Transfer to add
(The department-fundbudget to the combination
account combination has not • Or, contact the Budget Office
been activated in OMNI)
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
FSU_BUD_JRNL_NO_TYPE_PROMPT
◦ Budget Entry Type is not a prompt, but pulls in query
results
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FSU_BUD_JRNL_W_TYPE_PROMPT
◦ Budget Entry Type is a prompt and pulls in query
results, but the prompt is a drop down and you can only
select one at a time
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
Bd Hr Status
Bd
Hdr
Status
Definition
What does it mean?
P
Posted
Transfer was posted
N
None
Transfer saved, but not processed
S
Security
Error
Invalid access to one or more department/fund/account Contact the Budget Office
E
Error
Varies - Contact the Budget Office
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
Questions?

Contact:
Name
Number
Katie Perkins
645-7164
Mary Alice Mills
644-0096
Corbin deNagy
645-0050
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