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Tips for Managing Your Budget

  • Create a worksheet in Excel to keep track of your balance and the documents you submit to Fiscal Affairs.
  • Don’t for get to adjust your worksheet for the actual amount paid versus the amount submitted on the purchase requisitions.
  • Review your monthly budget status report emailed the 1st of each month or more frequently by running them on demand.
  • Review Open Commitments purchase orders that can be closed.
  • Reserve funds for monthly charges like copier, postage, p-card, and office supplies. You can use the amounts charged in the prior fiscal year as an estimate.
  • Review your budget report for any posting errors.
  • When buying new items, don’t forget about incidental costs like maintenance, warranties, and replacement parts.
  • Don't hesitate to contact us if you have any questions regarding your budget reports:
    • For Grants, please contact the Grants Office at X55180 or email
    • For all other funds, please contact the Budget Office at x50688 or email Karyl Bulmer