Budget Training

The Budget office offers budget orientation training to faculty and staff.  We provide one-on-one, departmental group, and class training.  Group training is also offered as part of the Faculty and Staff Administration & Finance training.  Training includes introduction to topics such as University funds, monitoring department budgets, and answering any budget-related questions you may have. 

To get started, contact us at budget@msubillings.edu to schedule your one-on-one training today.

Budget Training Sessions Available

Budget and Finance 101:

This is a joint session with Finance and will cover the Banner technical aspects of how to log in to Banner Finance and how to run your Banner Finance web reports.  It will also cover how to find your general fund and self-supporting balances using the Banner Finance reports and how to monitor your indexes and track budget activity.  

Prerequisite:        Banner Finance account

When:                   Tuesday, December 17th, 9:00 - 10:30 a.m.

Where:                  College of Education, Room 421               

How to register :  Contact Malia Soyland at malia.soyland@msubillings.edu             

 

Budget Tracking Workbooks and Trainings:

Starting this fiscal year, the Budget Office has created new Budget Tracking Workbooks to help manage the current year activity in your indexes. The workbooks are designed in the same format as your budget workbooks that we provide to you each March at the beginning of the budget development process. We are offering several training classes to help support all fiscal managers and support staff who are involved in both overseeing and monitoring department budgets.

Here's what will be covered in the training:

  • A copy of your FY25 Budget Tracking Workbook will be placed in your department(s) FY25 Budget folder in Box when you attend the training. Only general fund, designated, auxiliaries, and plant indexes will be included. There will not be any restricted or grant indexes included.
  • How to kep your FY25 Budget Tracking Workbook updated.
  • What Banner reports to use and how to use them.
  • How to move/correct the following items in your budget:
    • Personnel expenses.
    • Non-personnel expeses.
    • Temporary budget adjustments.

How to register:  Contact us at budget@msubillings.edu to schedule your one-on-one training today.

Previous sessions:

  • Monday, September 16, 2024 2:00 p.m. - 4:00 p.m. in COE Room 421.
  • Tuesday, September 17, 2024 9:30 a.m. - 11:30 a.m. in COE Room 421.
  • Friday, September 20, 2024 11:00 a.m. - 1:00 p.m. in COE Room 421.

Budget Forms   

Budget forms are located on the MSUB Intranet