Issue / Question
Provides detailed information on budget and year-to-date spending for a specific Index Code.
- What is the financial dashboard?
- How do I view MyISU finances?
- How do I see budgets?
Environment
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Platform
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Audience Affected
Resolution
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Log into
MyISU with your ISU
Username and
Password
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Approve Login using the DUO mobile app or hardware token
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Navigate to the Main Menu (left)
Access the Finance Dashboard
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Select Finance Category (left)
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Select Finance Information
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Click on the Finance Dashboard card
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Click on My Finance Query to create, view and share budget availability, encumbrance and payroll queries
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Click New Query (upper right)
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Select Budget Status by Account under Select Query Type,
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In the Index field, type in your index
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Scroll down and check Include Revenue Accounts if the Index receives revenue
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Make sure that the Fiscal Year is current and the Fiscal Period is set to 14
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Under Operating Ledger, select the columns you wish to view
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Recommended:
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Accounted Budget (starting dollar amounts for state-appropriated accounts);
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Year to Date (what has already been spent this year);
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Commitments (amounts promised via purchase orders or other encumbrances), and
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Available Balance (the sum of the other 3 columns).
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Click SUBMIT
Note: Anyone with Fund/Org access can perform budget queries for their Indexes.
Additional Options & Tips:
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Click the dropdown arrows in each section to view additional information
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The pencil icon (upper right) allows you to backtrack and edit your query.
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The down arrow (upper right) downloads the information currently displayed into an Excel spreadsheet.
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The 3 dots (upper right) contain links to additional information, such as pending documents.
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To save a query, click the Save icon, then give the query a name. The parameters you used to create your query will be saved and appear under the Saved Queries heading on the main My Finance Query page. Note: this does not save information retrieved by the query, just the query's parameters.
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To make a Saved Query a favorite, click on the Star icon (bottom of Saved Query). This puts the saved query on the front page of your main My Finance Query page.
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To view a specific document, click on the View Document icon (upper right) on the main My Finance Query page. Select the document type and enter its #. Choose View Document to see the document itself, or choose Approvals & Related Documents to see other associated documents, such as Requisitions, Invoices, and Check #'s.