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It also covers the dashboard and data entry structure, new tool setup with Excel custom lists, prior-year encumbrance entry, handling pending transactions, and validating/reconciling data for Work Study tracking and user-defined fields.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/budget-tool-how-to/241520/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/budget-tool-how-to/241520.png","ImageObject",442,249,{"name":42,"@type":43},"Logic","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-14","2026-09-12",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",7,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is the budget tool used for?","Question",{"text":63,"@type":64},"The budget tool helps campus users download monthly transactional data from Insight and create pivot tables to reconcile and analyze transactions.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What capabilities does the budget tool provide?",{"text":68,"@type":64},"It enables monthly reconciliation, helps catch mistakes early, shows current and projected account balances, supports planning to avoid savings or deficit surprises, and keeps budgeted spending on track.",{"name":70,"@type":61,"acceptedAnswer":71},"Why is Excel custom list setup required, and how often is it needed?",{"text":72,"@type":64},"A one-time setup is required to accommodate fiscal year month enumeration. The setup is per user and per machine, so a new machine requires repeating it.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},241520,1791718521,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":142},1099513958762,"https://ap-avatar.wpscdn.com/avatar/1000023916a998db790?x-image-process=image/resize,m_fixed,w_180,h_180&k=1784791008015729253","BUDGET 201 LAB  \nCreating and maintaining the budget tool.  \nTABLE OF CONTENTS  \nBudget Tool Intro  \nNew Tool Set-up Edit Custom List  \nPrior Year Encumbrance Entry  \nEnter Pending Transactions Individual Pending Transactions Multiple Pending Transactions  \nDownloading Insight Transaction Data  \nAppending to the Dataset  \nValidating Insight Account Balances Data  \nClearing and Reconciling Pending Transactions to Insight  \nWork Study Tracking  \nUser Defined Field  \nTable of Contents  \nWHAT IS THE BUDGET TOOL?  \nItisa tool created by Financial Accounting and Reporting that allows campus users to download transactional data from Insight on a monthly basis and create pivot tables to display, reconcile, and analyze transactions.  \nWHAT CAN IT DO?  \n• Enables monthly reconciliation of expected transactions to Insight.  \n• Mistakes can be caught in a timely manner.  \n• Current and projected account balances.  \n• Know in advance if you will have a savingsor a deficit.  \n• Keeps planned budget spending on track.  \nTable of Contents  \nWHAT DOES IT LOOK LIKE?  \nThe dashboard drives the workbook, allowing easy navigation between data entry and reporting tools.  \nTable of Contents  \nWHAT DOES IT LOOK LIKE?  \nThe Data Entry sheet contains prior year encumbrance data, user defined pending transactions,  \nand posted Insight transaction data.  \nTable of Contents  \nWHAT DOES IT LOOK LIKE?  \nCustomizable pivot tables create reports.  \nTable of Contents  \nNEW TOOL SET-UP  \nTable of Contents  \nEXCEL CUSTOM LIST  \n• The tool requires a one-time set-up to accommodate the fiscal year month enumeration.  \n• The set-up isa one-time, per user, per machine set-up; meaning if you get a new machine, you will need to perform the set-up again.  \n• If you are sharing the tool with other users, they will need to do their own set-up on their machines.  \nTable of Contents  \nEXCEL CUSTOM LIST  \nIn the upper-left corner of the worksheet, select “File”.  \nTable of Contents  \nEXCEL CUSTOM LIST  \nSelect “Options”.","cbCain8hnXpdo9On","https://ap.wps.com/l/cbCain8hnXpdo9On","pdf",3136692,111,"English","# Budget Tool Intro\n## New Tool Set-up\n## Edit Custom List\n## Prior Year Encumbrance Entry\n## Enter Pending Transactions\n## Individual Pending Transactions\n## Multiple Pending Transactions\n## Downloading Insight Transaction Data\n## Appending to the Dataset\n## Validating Insight Account Balances Data\n## Clearing and Reconciling Pending Transactions to Insight\n## Work Study Tracking\n## User Defined Field\n# What Is the Budget Tool?\n# What Can It Do?\n# What Does It Look Like?\n# Excel Custom List","[{\"question\":\"What is the budget tool used for?\",\"answer\":\"The budget tool helps campus users download monthly transactional data from Insight and create pivot tables to reconcile and analyze transactions.\"},{\"question\":\"What capabilities does the budget tool provide?\",\"answer\":\"It enables monthly reconciliation, helps catch mistakes early, shows current and projected account balances, supports planning to avoid savings or deficit surprises, and keeps budgeted spending on track.\"},{\"question\":\"Why is Excel custom list setup required, and how often is it needed?\",\"answer\":\"A one-time setup is required to accommodate fiscal year month enumeration. The setup is per user and per machine, so a new machine requires repeating it.\"}]","Budget Tool How To | PDF",1789176691,39]