Finance Dashboard Guide

Summary

My Finance Dashboard

Body

If you are used to going here

You will need to go to the My Finance page

Reminder: Training for requisitions and approvals is managed by the Purchasing Department. All requisitioners and approvers must complete the training class and successfully answer the related questions before being granted Banner access to these functions.

My Finance Query

Create a query to retrieve Finance budget data
- Edit a query
- Share a query with others in your organization having the same level of access
- Delete a query
- Mark a query as a favorite
- Perform comparison queries
- Add computed columns to queries
- Download query results to Excel
- View Document.
- View approval history

Note: In this new system, Budget Amendments are referred to as Journals.

My Journals

Managing Your Journal

After submitting or saving your journal, you can manage it from the main journal screen.
From here, you can:

Edit – Select the pencil icon to make changes.
Download – Export a copy of the journal.
Print – Generate a printable version.
Delete – Remove the journal if it was created in error.
Save as Draft – Save your progress and return later to complete.

💡 Tip: If the second pop-up window doesn’t open automatically after creating the journal, you can manually add accounting lines from this screen.

Creating a Journal Entry

Select “Create Journal” (upper right corner).
The first pop-up window will appear to create your journal. Complete the following fields:
- Transaction Date – Enter the date you are performing the transfer.
- Distribution Total – Enter the total amount of the transaction (Debit + Credit = Total).
- Journal Type – Type or select BDA from the dropdown.
- Description – Optional; add any helpful notes for reference.

Adding Accounting Details

The second pop-up represents the debit side of the transaction.

Review the prefilled fields:
- Journal Type – Should display BDA
- Chart – Should display F
Complete the debit information:
- Fund – Enter the fund being debited.
- Organization – Enter the organization code being debited.
- Account – Enter the account being debited.
- Amount – Enter the amount being transferred.
- Credit/Debit – Select Debit.
Click Save, then select Add Accounting to move to the credit side.

Adding the Credit Side

The third pop-up will appear and looks the same as the debit entry.

Confirm that Journal Type (BDA) and Chart (F) are prefilled.
Complete the credit information:
- Fund – Enter the fund being credited.
- Organization – Enter the organization code being credited.
- Account – Enter the account being credited.
- Amount – Enter the amount being transferred.
- Credit/Debit – Select Credit.
Click Save and then Close to return to the main journal screen.

Submitting the Journal

Once both sides of the transaction have been added and reviewed, select Submit Journal to complete the process.

Completed Journals

My Requisitions

My Requisitions
- Save requisition as a draft (Draft status)
- Edit a draft requisition and submit a draft requisition
- Delete a draft requisition
- View requisition status
- Copy a completed requisition
- Add comments (public and private)
- Recall your requisition from Banner Finance Self-Service approvals
- Search and filter requisitions you have created
- Order returned search data
- View a requisition as a PDF