Budget & Carryover

How do you complete a Budget Transfer? 

Authorized Banner users can transfer budget dollars between Fund Codes, staying within the boundaries of E&G, Overhead, or Auxiliaries. 

The transfer takes place on Banner Form FZABDGT, and the money is moved immediately upon entry of the transaction. No further approvals are required. 

Important Points: 

• • • You CAN transfer from one fund to one fund OR one fund to multiple funds in one transaction

    • You CAN transfer budget dollars FROM your department to another

    • You CANNOT take budget from another department (they enter that transaction) 

    • You CANNOT cross boundaries between E&G, Overhead, or Auxiliaries 

Visit the Budget Office Website for more information on these types of transactions. 

Other Banner Forms associated with Budget Transfers include: 

• FGIBAVL: displays budget controls and the total budget amount available 

• FGIBDST: check the budget availability of an individual fund or account 

• FGIJSUM: used to see the details of the transfer before it is completed 

• FGITRND: shows the year to date transactions on that fund and can provide access to FGIDOCR to provide more activity details of a fund

Account Codes are important in Banner transactions. Most transfers of operating dollars take place in Account Code 1200. 

Check the Banner Budget Level Account Codes on page 23 of the Budget Transfer Manual before completing a budget transfer.