Finance System Structure
In the Finance System, blocks of information called ChartFields are joined together in various combinations to identify where to record a transaction.
Account Information
The Account ChartField describes the activity that is being done by identifying the natural classification of the transaction: Asset, Liability, Fund Balance/Net Position, Revenue, Expense, or Transfer.
- Account Quick Reference Card - Updated 12/1/2023
- Chart of Accounts - Updated 4/10/2025
- Account Description Abbreviations
- CORE Crosswalk Table - Updated 4/3/2025
Fund Information
The Fund ChartField identifies the source of the money being received and spent.
- Expanded Fund Descriptions - Updated August 2021
- Fund Transfer Rules Tables - Updated February 14, 2025 (these tables show the rules for cash transfers between funds at each campus)
Organization (Org) Information
The Org ChartField identifies the entity (campus, school, department, etc.) receiving or spending the funds.
- Run the m-Fin Org Tree List report in CU-Data
Program/Project Information
The Program ChartField tracks the financial impact of a distinct activity within an Org during a budget (fiscal) year.
The Project ChartField tracks the financial impact of a specific sponsored activity within the University and is based upon the period of the project (not the fiscal year).
SpeedType Information
The SpeedType is an 8-digit shortcut for a FOPPS (Fund+Org+Program or Project+optional Subclass) ChartField combination. The first digit of a SpeedType represents the campus, the second and third digits represent the Fund, and the remaining five digits of the SpeedType are randomly assigned.