Building a Budget
Purpose: Use this document as a reference for how to build a budget in ctcLink.
Audience: FA Counselor/Technician.
You must have at least one of these local college managed security roles:
- ZD FA Budgets
- ZD FA Director
- ZZ FA Budgets
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Building a Budget
Navigation: Financial Aid > Budgets > Create Student Budget
- From the Create Student Budget search page, enter the ID, Academic Institution and Aid Year and select Search. The Create Student Budget page will display.
- Insert a new Term row under Budget Terms by selecting the [+] button.
- Use the Lookup Tool next to the Term field to select the desired term.
If no terms are available from which to select in the Lookup Tool, this means the FA Term has not been built for that term.
- Once the terms are defined, select the Build Budget button.
- Select the Detail link to view the budget information that has been assigned to the terms.
- You can add individual budget items here, i.e., MISC budget amount (as demonstrated in the video below).
You can add any other items in the individual budget item rows in the Detail area. Note, that they may not stick when enrollment-based budget changes are made.
If you want to make permanent budget item additions, make them in the Maintain Student Budget page, i.e., Computer allowance, Loan Fees
- The Detail link will give a breakdown of the budget term amounts built. Select OK to proceed.
- Select the Move Budget button to assign this budget to the student’s record.
- The Move Budget button will gray out once the process is complete.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
View the external link to Building a Budget. This link will open in a new tab/window.
Veronica DeBord
What can cause the "No matching values were found" after selecting search on Create Student Budget?
Kelly Forsberg
If you find the 'No matching values were found' message, this message means the student record is not Aid Year Activated.
-ctcLink Training Team
Veronica DeBord
Thank You for the response. The student does show as active for the correct aid year, and the information on student program/plan seems correct. Could anything else be causing this error?
Kelly Forsberg
Be sure to distinguish between Term Activation (Records) vs Aid Year Activation (FA). If No matching values are still occurring when selecting the Lookup Tool to find a term to add, this reason only comes from Aid Year Activation (FA) not being active. If budget items (not terms) are generating the 'No matching values were found' message, check your SACR budget item set up and the budget formula set up.
-ctcLink Training Team