Budget & Financial Planning

The primary duties of Budget & Financial Planning are to coordinate the preparation of the annual operating budget, maintain the adopted budget throughout the fiscal year, process budget transfers and amendments, and to set up new accounts.

• FY 2024 Budget Detail (pdf)
• FY2024 Budget Book (University) (pdf)
• FY2024 Budget Book (System) (pdf)
• FY 2023 Budget Detail (pdf)
• FY 2023 Budget Book (pdf)
• FY 2022 Budget Detail (pdf)
• FY 2022 Budget Book (pdf)
• Legislative Appropriations Request 2024-2025 (System) (pdf)
• Legislative Appropriations Request 2024-2025 (pdf)
• Legislative Appropriations Request 2022-2023 (pdf)

Staff

Pat Zimmerer, Senior Financial Analyst, (940) 898-3504

Resources

References

• Budget 101 (pdf)
• Academic Budgets Workshop (pdf) 
• General Ledger Account Structure (pdf)
• Differential Tuition (pdf)
• How to Run Budget Sheets (pdf)
• Benefit Rate (docx)
• Chart of Accounts (COA) Reference (pdf)
• Budgetary Control Dashboard (Non-Revenue Examples)
• Budgetary Control Dashboard (Revenue Examples)
• Choosing a Budget Account Group
• Carryforwards (RESTE) in Oracle Cloud (pdf)
• Payroll Details Report Instructions

Forms

• Budget Transfer Request Form (pdf)
• Add or Delete Approver Request (pdf)