Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to view budget entries and budget balances in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers how to view budgets entries and budget balances in the NCFS which will enable you to review budget entries, budgetary control balances (certified and authorized), and budgetary control balances (funds-checking control budgets).
Review Budgetary Entries
To review budgetary entries in NCFS, please follow the steps below. There are 6 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Budgetary Control tab and then click the Budgetary Control app.
Step 3. On the Budgetary Control Dashboard, click the Tasks icon and click Review Budget Entries.
Step 4. On the Review Budget Entries page, select the applicable choices from the respective drop-down choice lists for the mandatory fields (marked with *) and click the Search button.
In this example we choose NC Authorized for Control Budget, Jul-22 for From Budget Period, and To Budget Period.
Click the appropriate Budget Entry Name link.
Note: To obtain the results for all the budgets, Saved Search should always be set to All Budget Entries.
Step 5. On the Budget Entry Details page, review the budget entry details.
Step 6. Click the Done button. This will redirect you to the Review Budget Entries page.
Review Budgetary Control Balances (Certified and Authorized)
To review budgetary control balances (Certified and Authorization) in NCFS, please follow the steps below. There are 10 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Budgetary Control tab and then click the Budgetary Control app.
Step 3. On the Budgetary Control Dashboard page, click the Tasks icon, and click Review Budgetary Control Balances.
Step 4. On the Review Budgetary Control Balances page, select the applicable choices from the respective drop-down choice lists for the mandatory fields (marked with *) and click the Search button.
In this example, we choose NC Authorized for Control Budget, Period to date for Amount Type (You also have an option to query for Year to date), Mar-22 for From Budget Period and To Budget Period, 1400 for Agency, 102000 for Budget Fund, 52824000 for Account, 1401000 for Agency Management Unit.
Step 5. Under the Budget Balances section, the budgetary control balances are displayed.
Step 6. Reorder or adjust the columns to view the remaining details of the budget. Click Total Budget link. The Budget Entry details are displayed.
Step 7. On the Review Budget Entries page, click Budget Entry Name link.
Step 8. On the Budget Entry Details page, under Additional Information section, review the budget entry details. Click the Done button which will redirect you to Review Budget Entries page.
Step 9. To view the control budget of NC Agency to Account Default Advisory CB. Select the applicable choices from the respective drop-down choice lists for the mandatory fields (marked with *) and click the Search button.
In this example, we choose NC Agency to Account Default Advisory CB for Control Budget, FYS_Jul-22 for From Budget Period and To Budget Period, 1400 for Agency, 102000 for Budget Fund, 55099999 for Account.
Step 10. Under the Budget Balances section, the budgetary control balances are displayed.
Wrap-Up
View Budgets using the steps above, for any budget entries and budget control balances for appropriations, certified, authorized, LTD, and NC Agency to Account Default Advisory CB budgets of certified and authorization and funds checking control budgets.
Additional Resources
- Web-Based Training (WBT)