With Access Education Budgets you can enter your Brought Forward Balances.
You can add these as Committed Revenue Balances, Uncommitted Revenue Balances and Capital Balances.
📌Note: Brought forward balances entered in Access Education Budgets do not pull through into Access Education Finance.
This is because they are not budget lines that can be coded with it being your balance from last year and not an actual budget entry.
Add a Brought Forward Balance
Brought forward balances will be added at scenario level:
Select the scenario you created.
In the scenario menu, click Budget Planning.
Click Brought Forward Balances.
On the left hand side click the plus
icon.Select the code of the balance from the dropdown.
Fill in the Description, then enter the amount in the year field.
If applicable, click the notes
icon, add your notes, then click Submit.Click Save.
Types of balances
There are three options for the type of balances that can be added:
B1: Committed Revenue Balances
Includes | Excludes |
A committed cumulative balance of income has less expenditure from revenue funding sources during the financial year and any committed revenue balances from previous years. This includes revenue funding received during previous financial years from specific grants that no longer exist (e.g. Standards Fund). | Any community-focused extended school balances. |
Any unspent voluntary income brought into the public accounts in that financial year. | Details of balances available in trust funds or other non-public accounts. |
Any earmarked public funds (by the terms of the authorities scheme). | Any amount already spent during this year. All expenditure, regardless of how it was funded, should be recorded under the most appropriate expenditure heading in the framework. |
Any unspent and committed pupil-focused extended school funding and/or grants. |
|
Unspent amount of current financial year's Pupil Premium grant. |
|
B2: Uncommitted revenue balances
Includes | Excludes |
An uncommitted cumulative balance of income has less expenditure from revenue funding sources during the financial year and any uncommitted revenue balances from previous years. | Capital Revenue balances. |
B3: Capital balances
Includes | Excludes |
Devolved Formula Capital including roll-over from previous years. | Any other capital balances. |