Budget Change Form

All Budget Change Requests will be completed as follows:

  1. Link to the Budget Change Form below (Excel file).
  2. You will be asked whether to open or save the file to a disk. Save this file to your hard drive which will save time rather than downloading it from this web page each time a budget change request is needed.
  3. Check which budget you are changing (working or permanent) in the header.
  4. Fill in the Batch Name using the following format: 100MEJ1209-01. 100 (first three digits of your dept. #) MEJ (your initials) 1209 (the date) - 01 (the sequence number for how many entries you completed that day).
  5. Fill in 24 digit account number (entity, project, and program will be filled in for you), debits, credits, and meaningful description (one row please).
  6. Make sure the entry is balanced before submitting it to the Budget Office.
  7. Budget Entries should be in whole dollars, (no cents).
    • Note if you are using this template for a Transfer Entry >> DO included the cents- if applicable.
  8. After the Budget Change Form is completed, save it to your hard drive.
  9. E-mail (with Budget Change Form as an attachment) to the Budget Office at budget@rit.edu and include the following:
    • Your name and department.
    • A brief description for the budget change.
    • Whether this budget change is permanent or working.
    • Attach the Excel Budget Change Form.
    • Attach appropriate documentation, if required, for the budget change.

Please click here to access the Budget Change Form (Excel Template): 

Budget Change Form

Effective 09/22/16

Back to Office of Budget