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Budget Resources

Budget Training 

The Budget office offers budget 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 Jacket Success training.  Training includes introduction to topics such as University funds, monitoring department budgets, and answering any budget-related questions you may have. 

New to Budget

If you are new to budgeting, one-on-one training with a budget analyst can help you get up to speed in understanding the basics of budgeting.  We recommend that you sign up for the next available Budget and Finance 101 session once registration opens and additional budget trainings to help you continue to learn in your new role and stay up to date on changes.

Prerequisite:         Banner Finance account

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

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:                   Monday, April 14th, 10:00 am

Where:                 College of Education, Room 417             

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

Budget Tracking Workbooks 

Each fall, the Budget Office creates current fiscal year Budget Tracking Workbooks designed to help you 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. The training is offered 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 keep 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

Prerequisite:        Banner Finance account

When:                   To Be Determined. 

Where:                  To Be Determined.               

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