The fiscal officer is responsible for managing and monitoring his/her financial resources.
Refer to attached PDF fileAccount Types and Codes (pdf)
Refer to attached PDF file. Program Codes (pdf)
Go to CSU X-press and follow #2 above. Then, check the box stating "Include Revenue Accounts".

The Office of Budget provides online budget tutorials that will guide you through CSU X-Press to query your financial resources and process online budget transfers. There is a tutorial tab on the navigation column that will allow you to view the tutorials from the convenience of your own computer.

Use the Online Budget Transfer form following the instructions in #2 above. If your transfer cannot be processed via the Online Budget Transfer form, go to our CSU website, under Budget section on the left side stating Forms. All budget forms are downloadable and fill-able.
  • The following types of transfer cannot be processed via the Online Budget Transfer form: Transactions that cannot be processed via Online Budget Transfers
    • Budget Transfers that are not "zero sum" - pluses must equal minuses
    • Budget Transfers that are not in the current period
    • Budget Transfers from personnel lines requiring presidential approvals
    • Revenue Transactions
  • Online Budget Transfer Limitations, only
    • Deans can process transfers between multiple organizations within a College
    • Vice President can process organization transfers that cross two or more Colleges
The normal processing time for budget changes and personnel transactions is 5 business days from the day it is received by the Office of Budget, assuming that there are NO issues on the transfer requests and funding for the personnel transactions.
Go to CSU X-press and do a budget query. All budget changes are posted under the Budget Adjustment.
The budget transfer cannot be processed because unlike funds cannot be commingled.
  • The Online Budget Transfer form can be used to transfer budgets from one non-appropriated organization to another non-appropriated organization within the same fund, such as Athletics and Student Activities.
  • Budget transfers cannot be done when there are unlike funds (meaning that the fund codes are different).
  • The Online Budget Transfer forms will electronically route to the appropriated individuals for approvals. Please remember to notify the first approver by email.
  • If not processing via the online form, it is the responsibility of the department to obtain approvals on the budget change forms before forwarding them to the Office of Budget. All budget change requests require the approvals of the President (direct reports only) and the operating Vice-Presidents.
In order to facilitate year-end closing, approved budget change forms for the current fiscal year must be received by the Office of Budget no later than the last Friday in May of the following year.
  • Funding sources (decreases on the budget change form) must have sufficient available balances to fund the increases on the budget change form. An error or a warning message will indicate if funds are insufficient when processing an Online Budget Transfers depending on the type of funds.
  • All deficits must be covered first before incurring additional expenditures. This means that the deficit plus the new expense must be funded first when submitting a budget request. All Budget Change Forms must be approved by the President (direct reports only) and the operating Vice Presidents.
The CSU Office of Budget and Resource Planning's mission statement, budget summaries for several fiscal years, policies and procedures, forms, resources and contact information are found at CSU - Budget and Resource Planning - Contact Information. If you have questions after reading the material online, please contact the Office of Budget.
Budgets are loaded a few days prior to the beginning of the new fiscal year. New fiscal year's budgets are effective July 1st.
Always identify funding source(s) when there are personnel changes by submitting approved budget change forms to the Office of Budget. Permanent personnel changes such as new permanent hires, transfers and salary adjustments for continuous employees require permanent funding source(s).