| Forms | Related Documents |
|---|---|
| Budget Mass Upload template is the spreadsheet/template used for uploading budgets on multi number of cost centres. Budget Mass Upload Template 2016* | 2025-26 Budget Call Manual (PDF) 2025-26 Quick Reference Guide (PDF) 2024-25 Budget Call Guidelines for Faculties (PDF) 2024-25 Budget Call Guidelines for Shared Services (PDF) 2024-25 Budget Call Guidelines for Ancillaries (PDF) 2024-25 Allocation Schedule (PDF) |
Rolling Mass Upload template is the spreadsheet/template used for uploading multi-year budgets. Rolling Budget Mass Upload Template 2016* | Rolling Budget Training Manual (PDF) YULearn: Budget Call System Online Training |
| *2010 version of the template, for Window 7 or earlier version, is available upon request |
The Consumer Price Index is managed by Finance – click here to access this document.
Cost Centre Requisition Form – Funds 200, 300, and 700 (PDF)
Directions: Download and complete form, including signatures. Send completed form to budgets@yorku.ca.
Note: Cost Centre Setup for Fund 100 is managed by Financial Reporting. Please visit the Finance Forms page to access the corresponding form.
eReports documents are managed by Finance – click here to access them.
| FORMS | RELATED DOCUMENTS |
|---|---|
| Forecast Mass Upload Template Windows 7 – (Excel) OPEN USING GOOGLE CHROME ONLY Forecast Mass Upload Template Windows 10 and above – (Excel) OPEN USING GOOGLE CHROME ONLY | Financial Forecast Guideline & Training Manual (PDF) Troubleshooting Mass Upload Template (PDF) VPA Account Groupings (as of April 2023) (Excel) YULearn: Financial Forecast Online Training |
| Forms | Related Documents |
|---|---|
| Electronic Journal Upload Template and Instructions (Excel) For best results open using Google Chrome | Preparing Journal Entries Manual (PDF) Maternity Leave Calculation Template (Excel) |
To better help the community understand the budgeting process and yearly budget submissions, several online courses have been created through YULearn:
Year-End documents are managed by Finance – click here to access them.