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It describes how budgeting data is entered into the BUDGET ledger via journal entries, supported by an Excel upload template. The chapter also covers budget information downloads through nVision reports and PeopleSoft queries, plus reporting and inquiry instructions to analyze budgets, actuals, and comparisons across ledgers, periods, and accounts.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/chapter-14-budget/242312/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/chapter-14-budget/242312.png","ImageObject",442,249,{"name":88,"@type":89},"Hazel","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-11","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How is budget information entered into the system?","Question",{"text":108,"@type":109},"Budget entry is done by journal into the BUDGET ledger. A provided Excel template and instructions support uploading gathered budget data, and adjustments can also be made via normal journal entry.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What tools are used to download budget information?",{"text":113,"@type":109},"Budget work uses nVision reports for summary and detailed analysis, as well as PeopleSoft queries to review budget and actuals across past, current, and future periods and accounts.",{"name":115,"@type":106,"acceptedAnswer":116},"How are budget analysis reports generated in PeopleSoft?",{"text":117,"@type":109},"Users navigate to the Define Report Request page, select the appropriate report ID (such as BUDANAL or D-BUD-AN), optionally choose a 12/31/XXXX date for mid-year needs, and run the report to produce an Excel spreadsheet for distribution.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},242312,1791185334,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":25,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":40,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":140},137441390410,"https://ap-avatar.wpscdn.com/avatar/2000252f4ab5702993?_k=1776741390130283984","November 2019  \nChapter 14‐ Budget  \nThis chapter includes:  \n14.1 Budget Overview  \n14.2 Budget Information Downloads  \n14.2.1 nVision Reports  \n14.2.2 Queries  \n14.2.3 Financial Information Inquiry  \n14.3 Budget Download Instructions  \n14.3.1 Budget Analysis Report  \n14.3.2 Detailed Budget Analysis Report  \n14.3.3 Query – Budget Spreadsheet  \n14.3.4 Query – Actual Spreadsheet  \n14.3.5 Query – Budget Single Period  \n14.3.6 Financial Information  \n14.4 Budget Gathering & Upload  \n14.4.1 Uploading Completed Budgets  \n[14.4.1.1](14.4.1.1) Using the Gathering Template  \n[14.4.1.2](14.4.1.2) Loading Budget Data into Upload Template  \nNovember 2019  \n14.1 Budget Overview  \nEach council must prepare a yearly operating budget and, in many cases, multiple budgets to respond to the needs of the council and the legal requirement to expend funds. The software is configured to accept budgets for the current fiscal year and any year in the past and future.  \nBudget entry is done by journal to the BUDGET ledger. There is a provided template and instructions that allows the uploading of gathered budget data from Microsoft Excel® . Adjustments can also be made by normal journal entry.  \nBecause councils operate within a five‐year plan, the best use of the budget ledger would be to determine all future‐year budgets using the five‐year plan as a guide. Each year then represents a change to previously determined data rather than a complete revision of the budget.  \nBudgets should be developed in Excel spreadsheets by account with detail to the month by the committee or individual responsible for that portion of the budget and then gathered up in the provided “Jounral_Upload_and_Budget_Upload_Gathering_Spreadsheet” template for upload into GL.  \n14.2 Budget Information Downloads  \nThere are several tools to provide detailed or summary information for budget work. Each council should review these tools and their output to determine the best method based on the organizational structure and budget practices of the council.  \n14.2.1 nVision Reports  \n􀁸 Budget Analysis (Summary)  \n􀁸 Detailed Budget Analysis  \n􀁸 Budget Detail by Month  \n􀁸 Budget and Actual by Month  \n14.2.2 Queries  \n􀁸 LC_BUDGET_SPREADSHEET_FIS_YR  \n􀁸 LC_ACTUAL_SPREADSHEET_FIS_YR  \n􀁸 LC_BUDGET_SINGLE_PERIOD  \nUsed to review past, current and future budgetsin summary form with subtotals in operations format  \nUsed to review past, current and future budgetsin detail form with subtotals in operations format  \nUsed to review the selected date budgets in the Statement of operations format in detail  \nThis summary report shows the budget and actual totals for each month in the year selected  \nProvides a listing of budget values for all accounts and for all periods in a specified fiscal year.  \nProvides a listing of actual values for all accounts and for all periods in a specified fiscal year. Provides a listing of budget values for all accounts for one specific period of the year.  \nNovember 2019  \n14.2.3 Financial Information Inquiry  \n􀁸 Compare Across Ledgers Provides a comparison of values in the BUDGET vs. ACTUALS ledger for each account in each period of a year.  \n14.3 Budget Reporting Instructions  \nBelow are the instructions for downloading information to support budget development.  \n14.3.1 Budget Analysis Report  \nNavigate to the Define Report Request page in PeopleSoft  \nSelect the report ID “BUDANAL” – “Budget Analysis‐Summary “from the search listing.  \nHINT: If you are producing this report part way through a year, you may want to run it based on a 12/31/XXXX date in order to see the annual budget and the actual to that point.  \nRun the report: NOTE: addition of actual as of date in this sample.  \nThe report begins as an Excel® spreadsheet and can be distributed to appropriate staff or volunteers.  \n14.3.2 Detailed Budget Analysis Report  \nNavigate to the Define Report Request page in PeopleSoft.  \nSelect the report ID “D‐BUD‐AN” –“Detailed Budget Analysis‐Scope” from the search","cbCaipm8zWozsAgL","https://ap.wps.com/l/cbCaipm8zWozsAgL","pdf",1282413,"English","# Chapter 14 - Budget\n## Budget Overview\n## Budget Information Downloads\n### nVision Reports\n### Queries\n### Financial Information Inquiry\n## Budget Reporting Instructions\n### Budget Analysis Report\n### Detailed Budget Analysis Report\n### Query – Budget Spreadsheet\n### Query – Actual Spreadsheet\n### Query – Budget Single Period\n### Financial Information\n## Budget Gathering & Upload\n### Uploading Completed Budgets\n#### Using the Gathering Template\n#### Loading Budget Data into Upload Template","[{\"question\":\"How is budget information entered into the system?\",\"answer\":\"Budget entry is done by journal into the BUDGET ledger. A provided Excel template and instructions support uploading gathered budget data, and adjustments can also be made via normal journal entry.\"},{\"question\":\"What tools are used to download budget information?\",\"answer\":\"Budget work uses nVision reports for summary and detailed analysis, as well as PeopleSoft queries to review budget and actuals across past, current, and future periods and accounts.\"},{\"question\":\"How are budget analysis reports generated in PeopleSoft?\",\"answer\":\"Users navigate to the Define Report Request page, select the appropriate report ID (such as BUDANAL or D-BUD-AN), optionally choose a 12/31/XXXX date for mid-year needs, and run the report to produce an Excel spreadsheet for distribution.\"}]","Chapter 14 - Budget | PDF",1789189142,6]