Self-Service Banner (SSB) Finance

All training materials are accessable via the Canvas Learning Management System – See course NJIT Finance Training

Training Module Topics Include:

  • Finance Overview, Chart of Accounting, and Banner Terminology
  • How to view your Budget using My Finance Query

Banner Finance Expense Account Codes

Budget Management Reports

The Executive Budget Management System (EBMS) is an easy-to-use, updated daily, budget tracking & reporting tool.  This system emulates the university’s organizational structure (see link below) and is secured so users only view their responsible areas.  

Each organizational unit will contain the following reports:

  • Summary by Account Type – Executive Summary of Area - Displays the organizational unit by account type and summarizes the data by personnel, non-personnel, student awards, and transfers as applicable to the area.
  • Detail by Index / Account – Summarizes area by index, account type, and data entry account level detail.  Very helpful to ensure sufficient funding in your applicable budget pools and to identify budget availability and perform variance analysis
  • Detail by Account – Summary of Area by account type and data entry account level detail and is an account level view of the Summary by Account Type report.
  • NEW! – All Funds report by Organizational Unit – This report will show funding sources and expense budgets by index and funding source.  Inclusive of the:  Unrestricted Operating, Unrestricted Designated Funds 17xxxx, Grants and Contracts, and Gifts and Restricted awards.


Secured access to the Executive Budget Management System:
Executive Budget Management System

A listing of university's administrative hierarchy structure:
University Organizational Structure