The My Finance Budget Query is a module that allows you to query and view your department’s budget data. In this module you can create budget queries, such as a budget quick query, encumbrance query, budget status by account, and more. In this article, you will see an overview of the My Finance Query module, like how to navigate the module and where to locate other training resources for the module.

Log in to Self-Service Banner

1. Go to banner.rowan.edu
2. Select Log in to the Self-Service Banner.
   
   
3. Select Log in using Rowan NetID.
   
   
4. Enter your Rowan NetID and password.
5. Select Login. Note: You may be prompted to authenticate with the Duo two-factor.
   
   

Banner Introduction Information

When navigating through the module keep in mind the following information:

• Chart is always R for Rowan University. Note: For RGI use G for Chart.
• Rowan’s FY or fiscal year runs from July 1 to June 30.
• The Budget Period or Fiscal Period refers to the current month in the fiscal year.

What is a FOAPAL?

The FOAPAL stands for Fund, Organization, Account, Program, Activity, and Location. Each element tells a specific piece of information about the transaction.

To access the Fund, and Organizations that you have access to:

1. Log into the Self-Service Banner.
2. Select the Employee tab.
3. Select Display Your FUND/ORGN Access.
     
4. Your FUND/ORGN account number will be displayed.
   

Navigate to the My Finance Query Module (Budget Queries)

• After logging into Self-Service Banner select the Finance tab to access the dashboard.
  
  
• Select the Finance Dashboard module link.
  
  

My Finance Query Dashboard (Budget Queries) Overview

Here is an overview of the My Finance Dashboard Query:

• The dashboard provides easy to access financial information for your department.
  
• The My Finance Query Dashboard displays live budget amounts displayed for favorite and saved queries to provide a quick view. Note: The color of the chart varies based on the available balance budget percentage. The view of this dashboard displays the operating budgets, where there is no revenue in your FOAPAL.
  
  
  
• Following is the set of colors and their default percentage range: The percentage range display is a new feature in Self-Service Banner! While you can view your budget availability, the percentage range is a view-only display and will not impact the transaction level. Create a budget query by status account to view your available balance.

• You can access your Favorite or Saved queries from the My Finance Query dashboard. To learn more about how to create a favorite or saved query review the article.
  
  
• You may notice a view document tool. Select the document tool to view requisitions, purchase orders, and invoices.
  
  

View a Document

1. Select the document type and enter or search the document number.
    
2. Enter the R # for a Requisition or PO # for a PO. Note: If you are searching for a PO, please note that if the approver is no longer at the university then the PO will come up with an error message when you search for the item. This is a known issue. For now review the PO in Banner Administrative Pages and open FOIDOCH.
   
   
   
3. Select View document to view in a PDF format. Note: Do NOT send this PDF to vendors. The PDF document is for internal use only.  You will receive an email from the Purchasing department (appman@appman4.rowan.edu) with the official PO.
   
   
   
4. Select Approval and Related Documents to view the document trail. You can see the approval history and who actually approved the document etc. 
   
   
   Note: If there are attachments with the order you will see attachments and select the hyperlink of the attachment.
   
   

• To create a new budget query select the new query button. To learn more about queries like how to create a budget query review the article.
  
  

Create a Budget Query

To learn how to create budget query, view the create a budget query article.

Banner Finance Training Resources

• Req to Check Process
• Budget Pooling Knowledge Base Article
• Rule Codes
• Budget Quick Query
• Budget Status by Account Query
• Multi Year Query - Grants and Capital Projects Only
• Budget Queries: Column Descriptions
• Budget Pooled Accounts
• Encumbrance Queries
• Budget Details
• Download Budget to Excel
• Calculated Columns
• Create a Favorite or Saved Query
• Edit or Delete a Query
• My Finance Query Training Videos
  • Create a Budget Query Training Video
  • Navigating the My Finance Query Module Training Video

Resources for Help

Helpful Email Addresses
support@rowan.edu (technical questions about Banner/Network/Your Computer)
irt-training@rowan.edu (questions about training sessions or training resources)

Budget
Budget Office Website 
budget@rowan.edu
Account Codes  

Purchasing (placing a requisition)
Main Number - 856-256-4171
requisitions@rowan.edu
Purchasing (The Office of Contracts & Procurement). Select How to Purchase Goods or Services

Accounts Payable (payments to vendors)
Main Number - 856-256-4115

invoices@rowan.edu
Accounts Payable

Other Helpful Webpages
Campus Directory 
Grants (Sponsored Programs) 
Information Resources and Technology 
Training Services - Information Resources and Technology

For Banner Access

Request on Banner Self-Service --- Main Menu, select Banner Access Request Menu, and then select Request a Security Change. 

Visit Banner Finance Security website for more information.