Budget Adjustment (BA)

Users can complete a Budget Adjustment (BA) eDoc in Kuali Financial Systems (KFS). The Budget Adjustment document moves the budget from one object code to another in a single account. It also moves the budget into sub-accounts within the same account.

Accounts in a BA must follow the same sub-fund rules as transfers.

The Year-End Budget Adjustment (YEBA) is used in July to adjust the previous fiscal year’s budget. Budget Adjustments within the RSTSP Sub-Fund should only be initiated by Sponsored Programs staff. 

  1. Navigate to the Budget menu.

  2. Click on Budget Adjustment

  3. Enter a description in the Description field. The description you enter will appear in the approver’s Action List and in eDoc searches. It will often also appear in the transaction details.

    Warning: Do not use the document type as the description. Provide a brief title of the adjustment taking place.  

  4. In the Accounting Lines, complete the following required fields: 

    • Chart 

    • Account Number 

    • Object  

    • Amount

  5. Click the green plus sign icon () to add the line.  

  6. In the FROM/DECREASE section, select the account and object code from which the budget should be reallocated.  

  7. In the TO/INCREASE section, select the account and object code to which the budget should be reallocated.  

    Tip: You can change a budget permanently. To do so, enter amounts in both the CURRENT AMT AND BASE AMT fields.


    Note: The Base Budget can only be adjusted in whole dollars; KFS will automatically round and remove decimals. The Base Budget should only be adjusted on accounts in the OPTUI Sub-Fund.

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