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Finance Overview and Budget Query (The Basics)

Name: Finance Overview and Budget Query (The Basics)
Start: 2026-04-22T09:00:00-04:00
End: 2026-04-22T11:00:00-04:00
Location: Microsoft Teams

April 22 @ 9:00 am - 11:00 am

Free

Finance Overview and Budget Query (The Basics)

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This training covers basic Banner Finance navigation via UNC Genie (Banner Self-Service), Chart of Accounts, Fund Types, Account Types, spending guidelines, financial services resources and etc. This is the FIRST Banner Finance session you should attend (except for PI’s). It covers reading your budget and helpful hints on budget management.

Prerequisites: None

If you do not already have access, please submit a Banner Finance Account Request form must be filled out and send to “Wendy Brown” <WCBLUM@uncg.edu> in order to view any budget information within production.

All Banner Finance training documentation can be found

Banner Finance Overview & Budget (The Basics)