Fund Balance - Manually Add Fund Balances to the Fund Balance Table

Updating your Fund Balance Data will change the figures in all locations, including your existing Digital Budget Book and your Transparency Center. The Fund Balance data is displayed on Single Fund Summary pages in your Digital Budget Book. Navigate to Tools in the left-hand navigation sidebar and select the Fund Balance Tool. 

1. Select a cell in the table and type in the new value.
   Pro Tip: Use the Tab key for quick data entry.
   1. Expand your chart of accounts to specify whether the monies in your fund are assigned, unassigned, committed, restricted, or nonspendable. 
      Note: These values automatically total; there is no need to set a fund-level value if you use the detailed descriptors.
2. You can add a prior year or future year by using the buttons above the table.
3. Select the Edit icon below a year to add a description. 
   Pro-tip: This description displays everywhere your fund balance detail is displayed. Common descriptions include “Actual,” “Projected,” “Estimated,” and “Audited.”
4. To export your fund balances to CSV select the Export button.
5. Select the hamburger menu to sort, filter, collapse, or pin your columns. Your view can be customized to match your process.

Pro Tip: Updating your Fund Balance Data will create a new block in the Digital Budget Book called the Comprehensive Fund Summary block.