Time to Complete (in minutes): 15
- Question:
- How do I check my fund balance in Banner Finance?
- Answer:
-
- Open the FGIBDST form.
- In the Chart of Accounts (COA) text box, type: Chart U
- Select the fiscal year you want to view.
- In the Fund text box, type your fund number.
- Execute a Next Block command. This will populate the form with information.
- In the column to the far right, the Available Balance for each account is shown. At the bottom-right corner of the form, the Available Balance for the fund is shown.
- Query by account number by doing one of the following:
- From the Menu Bar, select Enter Query.
- Press the F7 key.
- Click the Enter Query icon.
- In the Account text box, type the selected account number or a portion of the number with the wildcard feature.
- Execute a query by doing one of the following:
- From the Menu Bar, select Execute Query.
- Press the F8 key.
- Click the Execute Query icon.
- Only information pertaining to the account selected will be returned. To view additional information:
- Select the account you want to view. The selected row will be highlighted.
- In the Navigation Frame, select Transaction Detail Information.
