MyFinancial.desktop (MyFD) is retiring

MyFinancial.desktop (MyFD) is retiring to support UW Finance Transformation (UWFT) and the implementation of Workday Finance. To learn more see the Frequently Asked Questions.

This simple, individualized planning tool will allow users to analyze and plan for future spending and/or income by replicating ‘commitments’ historically done on the BSR, or via other tools, to see future budget impacts.

The web-based tool leverages many of the business rules and user interface elements of the MyFD Budget Summary report. The Budget Worksheet allows each user to create and modify one worksheet per budget to which they have access.

Manually added entries (adjustments) exist only in the Budget Worksheet. These adjustments are not passed to any other systems, and do not impact any other reports.

BEFORE YOU BEGIN: For optimal performance, DO NOT use your browser back button. Doing so can produce inconsistent and often undesirable results in MyFD, and is not recommended.

To View the Budget Worksheet

  1. Select "Budget Worksheet" from the Reports drop-down menu
  2. Enter a budget number in the View Budget # field
  3. Click Go

You may choose to include Encumbrances and/or Ariba Open Balance commitments in your Budget Worksheet. Notice the checkboxes next to the Insert New Amount button. Checking or unchecking the boxes will reflect encumbrance amounts in the Encumbrances column and Adjusted Balance Amount columns.

Insert a New Amount

  1. Click on "Insert New Amount" button
  2. Fill in all required fields (indicated with a red asterisk)
  3. Click "Add & Close" button. If you have more than one item to add, click "Add Another Item"

Edit an Existing Entry

  1. Select "Budget Worksheet" from the Reports drop down menu
  2. Input a budget number, in the View Budget # field
  3. Click Go
  4. Expand the account code to be edited
  5. Click on the "Edit" hyperlink for the item you wish to edit
  6. Change any and all relevant fields
  7. Click "Update Amount"

Delete an Existing Entry

  1. Select "Budget Worksheet" from the Reports drop down menu
  2. Input a budget number, in the View Budget # field
  3. Click Go
  4. Expand the account code to be edited
  5. Click on the "Edit" hyperlink for the tiem you wish to delete
  6. Click on the "Delete Entry" button. Confirm the action

Resetting the Worksheet (Deleting all entries)

  1. Click on "Reset Worksheet" button
  2. Confirm you would like to delete all manual entries (this cannot be undone)
  3. Click Ok

Sharing your Budget Worksheet with Others

The Budget Worksheet is an individual planning tool only. If you would like to share the information you have created, you can either Print as a .pdf or Extract as a .csv file which will open in Microsoft Excel.

 

Need more information? Check out: Frequently Asked Questions about the Budget Worksheet and review the Introduction to the Budget Worksheet eLearning.