If you create the same budget query week after week or month after month, you can now create a favorite query that you can return to each month. You can also save a budget query. Review the steps below to make a favorite and saved budget query in the My Finance module.

Create a Favorite or Save Budget Query

1. Once you create a budget query, select the save tool in the top right corner.
   
   
2. Here is where you can save or create a budget query as a favorite.
3. First, name the budget query and check Set as favorite.
4. Select Save.
   
   

You should now see your saved and favorite queries on the My Finance Query module home page.

Note: Live budget amounts are displayed for saved queries to provide a quick view.

How to Edit a Query

1. On the My Finance Query module dashboard page, select the Saved Query you want to edit.
   
   
2. Select the pencil tool to access the Edit Query window.
   
   
3. Using the Edit Query window, adjust the selections for the query.
   • Note: The *Red Asterisk notes what fields are required before you submit.
     
     
4. Select Submit. Note: The My Finance Query page appears with query results.

Delete a Saved Query

• To Delete a Saved Query, select the trash can symbol on the My Finance Query home page.
  
  

Unfavorite a Saved Query

• To Unfavorite a saved query, select the star symbol on the My Finance Query home page.
  
  

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
• My Finance Query Training Videos