Budget Transfer Instructions

Use:

      ·To move one or more existing General Ledger expense budget amounts between Accounting         Flexfield lines.

Requirements:

      ·The total of the dollar amounts of both the “From” and “To” of the Budget Transfer must be equal.

      ·All Accounting Flexfield lines must use the same Fund value.

      · Cannot be used to transfer budget amounts on grants and contracts.

General Information:

      ·The Budget Transfer Form, a spreadsheet file in Microsoft Excel 97 format, is provided as a tool          to assist in preparing a request to transfer budget.

      · An initiator should complete the Budget Transfer Form and forward as an e-mail attachment to         Office of Budget Planning at BUDMOD@mail.wvu.edu.

Instructions for Completing the Budget Transfer Form:

      ·Enter the Accounting Flexfield segment values and the budget amounts to be taken from each          Accounting Flexfield on lines in the “From” section.

      · Enter the Accounting Flexfield segment values and the budget amounts to be added to each           Accounting Flexfield on lines in the “To” section.

      · Adjust entered data if an error message is generated.

      · Enter a descriptive justification.

      · Save the Budget Transfer Form under a unique file name of your choosing.

      · Send an e-mail, with this new file attached, to the Office of Budget Planning         at BUDMOD@mail.wvu.edu.