MyFunds

Learn about MyFunds, an application that simplifies online budget reports.

What is MyFunds?

MyFunds allows departments to create online budget reports for principal investigators (PIs) or other report recipients, such as management service officers (MSOs), department chairs, and financial/ fund managers. It features:

• Efficient budget reporting for fund managers
• The ability for PIs or report recipients to view all their funds at a glance
• Drilldowns to expenditure details

MyFunds components

1. Setting up the report profile: Fund managers set up report profiles for their PIs or other report recipients to view.
2. Viewing the report: After the fund manager sets up the report profiles, the PIs and other report recipients can view the reports.

Learn more about MyFunds

• Help pages for fund managers:
  • Starting Page for Fund Managers
  • Create, View, Edit, or Delete Report Profiles
  • How to Create a Report Profile for a PI or Report Recipient
  • How to Create a Report Profile For Yourself
  • How to Create Projects
• Help pages for PIs:
  • Introduction to MyFunds (Includes a demo of the application)
  • How to Read the Summary Report
• Training through Enrollment Central
  • FinancialLink: MyFunds

Finance

Financial Tools Help

• Encumbrance Lifter
• MyFunds
  • Introduction
  • Starting Page for Fund Managers
  • Create, View, Edit, or Delete Report Profiles
  • Create a Report Profile For Yourself
  • Create a Report Profile for a PI or Report Recipient
  • Create Projects
  • How to Read the Summary Report
• Overdraft Reporting
• Transaction Sampling
• Ledger Reviewer
• Projections
• Journals
• Cost Center Management