Fund Balances are portrayed in the Digital Budget book on the Fund Summary Pages in two (2) different panels:
- Comprehensive Fund Summary Panel
- Fund Balances Projection Panel
These auto-generated panels will only display after there have been values added in the Fund Balance Application. For additional information on Fund Summary Pages in the Digital Budget Book see the article Working with Fund Summary Pages.
Comprehensive Fund Summary
The Comprehensive Fund Summary Panel uses the ending Fund Balance as entered in the Fund Balance Tool to determine the values presented in the Comprehensive Fund Summary Panel.
The calculated Fund Balances are calculated in the Comprehensive Fund Summary by adding Revenues and subtracting Expenditures from the Ending Fund Balance provided in the Fund Balance Application.
Fund Balances Projections Panel
The Fund Balance Projections panel is located near the bottom of the Fund Summary Pages. Note that this panel will only appear after the User has put in the values in the Fund balance application.
To show future years' projected Fund Balances, the specific years must be toggled on in the Digital Budget Book Settings.
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