There is another option to managing your budgets.
Instead of using the Banner ERP system, you may use the Budget Query function in Banner Self Service. This functionality will allow you to view your budget for one org and one fund at a time. The benefit to this functionality is that you can easily drill down (obtain detail) for each account online.
- Login to MyWellesley (https://my.wellesley.edu) with your Domain Username and password (NOT your Banner ID and PIN).
- Select the tab at the top of your screen.
- Locate the Budget Queries and Transfers Channel and select the Financial Information Menu.
- Once you click on the Financial Information Menu button, the Finance menu will open in a new window.
- Select “Budget Queries” menu item and go to the “Retrieve Existing Query” section of the page.
- Choose “10000 (Shared)” from the drop down menu. Click the Retrieve Query button.
- Be sure the fiscal year and period is correct and enter your ORG code.
- Click the Submit Query button.