Dear Budget Colleagues,


Expenditures and revenues are the heart of a budget system. Learn how to make entries or upload multiple requests in form 3000 Expenditure by Division and form 5000 

Revenue by Division.

  • Expenditures by Division captures a portion of the Total Requested Budget and does not include expenditure accounts related to equipment, internal services, transfers, centrally loaded budget line items, and position.

  • Revenues by Division captures a portion of the Total Requested Budget and does not include revenue transfers in or work order recoveries.


Please see attached file below for:

User Guide

Presentation Deck Required Training


Required Training

All users must enroll and complete the Expenditure and Revenue Entries (Course Code CON0BG101-121321) course required SF Learning if they did not attend the live event prior to gaining access to the new budget system. Stay up to date with the upcoming SF Budget Training Series on the SF Budget Learning Academy page.