What do I need to know before getting started?
- Budget transfers are requests to move either Base (permanent) or One Time appropriated budget, between accounts or between FDCCs.
- Use the Budget Transfer Template to submit a transfer.
- Budget transfer templates are emailed to firstname.lastname@example.org. Each email should only have one transfer attached.
- Budget transfers are submitted to cover a deficit or to fund anticipated expenses.
- Not all appropriated budgets can be moved (i.e. Regular Salaries/Fringe).
- For allowable actions, review the Budget Protocols and Policies page.
- Anyone can submit a budget transfer. All transfers go through workflow approval.