To log on to Banner Self Service:
- Go to www.usi.edu.
- Click on the MyUSI link in the upper right hand corner.
- Sign in using your USI User Name and Password, then select Self Service from the Tools menu on the left-hand side of the page.
- Click the Finance (New!) tab.
To view financial information:
- Click the My Finance Query link.
- Then click on New Query in the top right corner.
- Using the Budget Status by Account Query Type, select the Fund and Org from the drop-down menu parameters to view summary information for fund-org combinations that you are allowed to access according to your Banner security.
- Input the Fiscal Year and Fiscal Period you would like to view.
- Check the boxes for the columns you would like to view. Recommended: Adjusted Budget, Year to Date, Commitments, and Available Balance.
- Click Submit to view results. To see more details, click on the blue hyperlinked number in the column you want to view. This will drill down to the transaction details that make up that total number.
- Click the back arrow in the top left to go back to the summary information.
- Options are available in the top right hand corner of each level to download the information to Microsoft Excel.
Helpful information and tips:
- This tool defaults to current financial information. The filter may be used to view financial information from another period or fiscal year.
- You can choose to save or share a query to quickly and easily access it at a later date.