Fund Group & Fund Classification

LAST UPDATED: March 13, 2015

What You Should Know

The Fund ChartField

The Fund ChartField is used to track the source of funding. Each Fund has both a Fund Group and a Fund Classification.

Fund Group

The Fund Group is the category of Funds (e.g. general funds, expendable gift funds) that indicates where money came from and/or how money should be handled. Fund Group is indicated by the alpha character at the beginning of the five-digit Fund. 

The Fund Group does not indicate the degree of external restriction, internal designation or reporting requirements of a Fund.

Fund Classification

Fund Classification is an attribute for all Funds that provides a general indication of the degree of external restriction, internal designation or reporting requirements of a Fund. Funds are classified in five tiers:

  1. Unrestricted
  2. University Designated
  3. Departmentally Restricted
  4. Purpose Restricted – Eligible for Transfer
  5. Purpose Restricted – Ineligible for Transfer
     

Fund ChartField Reference Guide

Learn more about the Fund ChartField by reviewing the Fund ChartField Reference Guide, which is updated monthly.

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How Group and Classification Work Together

Fund Group and Fund Classification work together to provide information on the source, use and restrictions of a Fund. This information can provide guidance on how to move money as well as which Fund should be spent first.

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What They Tell You


 

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