---
title: "Exporting Funding Lines"
canonical: "https://kb.uconn.edu/space/FPB/10942119991/Exporting%20Funding%20Lines"
format: markdown
---
KFS users can export funding lines for a specific BC document and for all BC documents/accounts within an organization. The export function is used to extract data for departmental reconciliation and reporting purposes only.

## > Macro (anchor)

> Macro (anchor)

Exporting Funding Lines for a Specific BC Document

> ✅ Please review [Navigating a Budget Construction Document](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942119974) before completing this section.

1. Open the **Budget Construction Document** that contains the data you would like to export. Verify the *"Edit access granted"* message is at the top of the screen.
2. In the **System Information** tab, navigate to **Controls, **and click **Report/Dump**.
3. On the **Document Report and Exports** screen, click **View **next to the **Budgeted Revenue/Expenditure Export** option.
4. On the **Budget Revenue/Expenditure Export** screen, perform the following steps.
  1. Select **TAB** for the **Fields Separated By** field.
  2. Select **NOTHING** for the **Text Fields Delimited By** field.
  3. Click **Submit**.

A .txt file will generate; it can be opened using Notepad applications.

> Macro (inline-media-image)

   
If needed, the data on the .txt file can be copied and pasted into the **BC Export/Dump Template** (found on the Office of Budget & Planning website) for data manipulation, or it can be opened directly in Excel.  
> Macro (inline-media-image)

The columns in the TXT/ Excel format are as follows:

|  |  |
| --- | --- |
| **1/A** | BC Document Number |
| **2/B** | Budgeting Fiscal Year |
| **3/C** | Chart |
| **4/D** | Account |
| **5/E** | Organization |
| **6/F** | Sub-Account |
| **7/G** | Object Code |
| **8/H** | Sub-Object Code |
| **9/I** | Balance Type (BB = Base Budget; AC = Actuals) |
| **10/J** | Object Type (IN = Income-Cash; EX = Expense Expenditure) |
| **11/K** | Prior Year Actual Amount |
| **12/L** | Current YTD Actual Amount |
| **13/M** | Base Budget |
| **14/N** | Requested |
| **15/O** | Chart |

## > Macro (anchor)

Exporting Funding Lines for an Organization

> ✅ Please review [Understanding the Budget Construction Selection Screen](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942119950) before completing this section.

1. Click **Org Report/Dump** on the **Budget Construction Selection** screen.
2. On the **Organization Selection **screen, navigate to the **Organization Sub-Tree **section. Use the **Action arrows **to drill down and find the organization for which you would like to export the funding lines.
  > Macro (inline-media-image)

:warning: Note: The Organization Sub-Tree follows the Organization Hierarchy defined on the Chart of Accounts module.
3. Select the checkboxes for the organizations you would like to export the funding lines for.
4. Under the **Reports and Exports** tab, navigate to the **Export** sub-section, and click **View** for the **Budgeted Revenue/Expenditure Export** option.
5. If the **Budget Construction Account Select Lookup** screen is displayed, note the message at the top of the screen and the accounts listed below. The export will not include the data from the accounts listed.  
:warning: Note: If you need the data from a listed account(s), please contact the BC Processor for the **Organization** listed and request for them to push the BC document down to your level. Repeat the above steps once the BC documents have been pushed down.
6. Click **Submit** to continue if you do not need the data from the accounts listed on the **Budget Construction Account Select Lookup** screen.
7. The sub-funds for the accounts within the organizations you selected on the **Organization Selection** screen will now be shown on the **Sub-Fund List Selection** screen. Select the sub-fund from the list, or use the **Select All** button to choose all of the sub-funds listed to export data.
8. Click **Submit**.
9. On the **Budget Revenue/Expenditure Export** screen, perform the following steps.
  1. Select **TAB** option for the **Fields Separated By** field.
  2. Select **NOTHING** for the **Text Fields Delimited By** field.
  3. Click **Submit**.

This will generate a .txt file that can be opened using Notepad applications.

> Macro (inline-media-image)

 If needed, the data on the .txt file can be copied and pasted into the **BC Export/Dump Template** (found on [Office of Budget & Planning website](https://budget.uconn.edu/)) for data manipulation.  
> Macro (inline-media-image)

The columns in the .txt/Excel format are as follows:

|  |  |
| --- | --- |
| **1/A** | BC Document Number |
| **2/B** | Budgeting Fiscal Year |
| **3/C** | Chart |
| **4/D** | Account |
| **5/E** | Organization |
| **6/F** | Sub-Account |
| **7/G** | Object Code |
| **8/H** | Sub-Object Code |
| **9/I** | Balance Type (BB = Base Budget; AC = Actuals) |
| **10/J** | Object Type (IN = Income-Cash; EX = Expense Expenditure) |
| **11/K** | Prior Year Actual Amount |
| **12/L** | Current YTD Actual Amount |
| **13/M** | Base Budget |
| **14/N** | Requested |
| **15/O** | Chart |

## Related Articles

> Macro (contentbylabel)