Budget Transfers

Budget Transfers are never required but are often useful to principals and department heads for keeping track of their budgets and expenditures over the course of a school year. Budget transfers are most commonly made in cases of unexpected changes in costs associated with a specific chartfield or when a new chartfield is established during the course of a fiscal year.

You can download a Budget Transfer Request Form using the link at the right. Most of the form can be completed in Excel, but it requires a signature from a principal or department head. When you have completed the form, please print, sign, and send it via PONY to the Budget Office.

When filling out the form, please keep in mind:

• Transfer amounts must be in whole dollars.
• All chartfield strings must be complete and accurate.
• An explanation of the purpose of the transfer must be included on the form.
• The totals in the "FROM" and "TO" columns must match.
• When salary amounts are involved (e.g. extended hours and responsibility), remember to include fringe benefit amounts. You can download a fringe calculator on the Tools & Calculators page.
• Transfers between appropriation levels (e.g., 10000-Instruction to 20000-Support Services) require approval by the Board of Education.