9.2 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:  NavBar > Navigator > Financial Aid > Budgets > Create Student Budget

  1. 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.
  2. Insert a new row under Budget Terms by selecting the [+] button.
Create Student Budget screen for adding a new budget row
  1. Use the Lookup Tool next to the Term field to select the desired term.
Look Up Term popup screen from the Create Student Budget screen
  1. Select the Build Budget button.
Create Student Budget screen for building a budget
  1. Select the Detail link to view the budget information.
Create Student Budget screen for  moving the budget to a student
  1. The Detail link will give a breakdown of the term amounts built. Select OK to proceed.
Student Budget Information detail screen
  1. Select Move Budget to assign this budget to the student’s record.
Create Student Budget screen  before move
  1. The Move Budget button will gray out once the process is complete.
Creaet Student Budget screen after move
  1. Process complete.


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