Building a Budget 23c, 23d

Purpose: Use this document as a reference for how to build a budget in ctcLink.

Audience: FA Counselor/Technician

Building a Budget

Navigation:  Main Menu > Financial Aid > Budgets > Create Student Budget

  1. From the Create Student Budget page, enter the EMPL ID, Institution and Aid Year and click Search
Create Student Budget
  1. From the Create Student Budget page insert a new row under Budget Terms To Be Built by clicking the (+) button.
Create Student Budget
  1. Use the lookup tool next to the Term field to select the desired term.
Create Student Budget
  1. Click Build Budget
Build Budget
  1. The Move Budget button will highlight, click Detail to view the budget information.
Move Budget
  1. The Detail link will give a breakdown of the term amounts built. Click OK to proceed.
Student Budget Information
  1. Click Move Budget to assign this budget to the student’s record.
  2. The Move Budget button will grey out once the process is complete.
Before After Budget

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