Budget Transfer Info

There are two main types of budget transfer entries:

  • Processed by the Budget Office—BD01/BD02/BD03/BD04
  • Processed in Self Service—B11/B22/B44
    • B11 is Permanent actions routed for approvals
    • B22 is Temporary between operating accounts without approvals
    • B44 is Temporary actions routed for approvals

Examples:

B22:

From    111101-720101-72000-0000

To         111160-720101-73600-0000

B44:

From    111101-550702-73400-0000

To         111101-550702-60521-0000

Remember, benefit accounts and student/nonstudent accounts are hard accounts to remember when to use the ‘account pool’ from the hierarchy report or not. There are a few accounts that have been created just for reporting purposes, and these are the two (60500/61200). Here are the budget pool accounts that need to be used:

61202 Social Security
61205 State Retirement
61220 Optional Retirement Budget Pool
61270 Medical Insurance Budget Pool
60501 Nonstudent Pay
60521 Student Pay

How to Create a Position Budget Transfer in Finance SSB

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