MyFinancial.desktop provides access to online financial reports, including the Budget Summary and Transaction Summary Reports, as well as Transaction Detail, Current Encumbrances, and Budget Lists. 

MyFD maintains reports for the full retention period; the current biennium and the three previous biennia worth of Budget Summary and Transaction Summary reports are available online via MyFD.

The Budget Summary and Transaction Summary are the online equivalent to the printed BSR and BAR. The Budget Summary includes budgeted amounts, encumbrances, transaction totals, and budget balances.  The Transaction Summary displays individual transactions that impacted the budget, by account code, during a reporting period.

From the Transaction Summary, drill down to the Transaction Detail report to see details about individual transactions including transaction description, reference fields, type of transaction and original PCA codes.  Information in the Transaction Description can be queried.

The Current Encumbrances report includes detailed information about remaining encumbrances, including the date encumbered and date of last activity. 

Budget Lists provide an overview of multiple budgets, at a glance, including the budget name and number, budgeted amount and remaining amount.  Users can create customized budget lists, as needed.  Some users may have a default budget list called “My Designee List” that is not editable.  

Budget profile provides information about the budget including start and end dates, status, PI name and EID, date last updated, and organization code.  The Budget Profile contains no financial information and is the only report not limited by access; anyone with access to MyFD may look at the Budget Profile for any budget.