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General Instructions to Complete the Municipal Budget Workbook
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 a) This workbook shall be used for completing the Municipal Introduced and Adopted Budgets.
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 b) It is designed to automatically calculate amounts linked from various data entry points.
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 c) The individual tabs containing formulas are locked to protect the formulas.
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 d) Fill in only the gray sections of the worksheet.
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 e) Begin by navigating to the "Key Inputs" tab.
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 f) Select the Municipality and County by clicking the dropdown menu. This will populate the Municipality, County, and dates throughout the workbook. Continue to complete each of the fields in order to populate throughout the workbook. Enter the exact number of utilities and the utility types. Do not skip sets of utility pages.
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 g) In all applicable signature lines, insert the email address of the applicable official.
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 h) The completed Budget document must be saved as a Macro-Enabled Workbook.
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 i) Once approved by the Governing Body, the completed Introduced Budget must be submitted to the Division via the FAST "Introduced Budget" record portal and it must be named as: <municode>_introbudget_20xx (all 4 digits municode must be included).
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 j) Once approved by the Governing Body, the completed Adopted Budget must be submitted to the Division via the FAST "Adopted Budget" record portal and it must be named as: <municode>_adoptbudget_20xx (all 4 digits municode must be included).
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 k) Only the Chief Financial Officer has access to the "Submit for Review" tab within the FAST portal.
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 l) If copying data from a prior workbook, copy and use Paste Values to preserve formatting.
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 m) On the Key Inputs tab, users can select "Standard" or "Expanded" for a variety of sections to reduce the number of unused pages throughout the document. The following sheets can be adjusted: Grant Revenues (9), Other Special Items of Revenue (10), General Appropriations (15), Grant Appropriations (24), and Capital Budget (40b, 40c, and 40d). All sections are preset to "Standard" and should only be switched to "Expanded" if more pages are needed.
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n)Please review the additional instructions "Quick Guide for completing the Municipal Budget" link below:
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https://www.nj.gov/dca/divisions/dlgs/pdf/Budget_Document_Instructions.pdf
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**Instructions to Complete the 2024 "Data Rollover" Process**
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a) Download from FAST or have saved on your computer the 2023 adopted budget workbook.
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b) On the 2024 budget, navigate to the "Key Inputs" tab.
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**IMPORTANT: Macros must be enabled in excel in order for the data rollover process to run successfully.**
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c) On "Key Inputs", there will be two "data migration" buttons; one for current fund and one for utilities.
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d) First, click the button for current fund. It will prompt you to select your 2023 adopted excel budget from your computer.
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e) Once the 2023 adopted budget is selected, the function runs automatically. The functionality may cause the screen to briefly flash rapidly.
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f) Once all current fund data has been copied, follow the same process for the utilities, if applicable. The utility process is the same as the current fund process.
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g)Once complete, review the 2024 template to ensure information has successfully copied from the 2023 adopted budget.
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PLEASE NOTE:
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If an incorrect version of the budget template was used in 2023, the budget data may not migrate properly to the 2024 budget template.
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While every effort was made to ensure the integrity of data for both the current fund and utility fund, it is the responsibility of the municipality to ensure accuracy.
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Prior year appropriations will reflect amounts from the 2023 adopted budget. Therefore, prior year appropriation amounts may need to be manually adjusted after the data migration is complete in order to reflect any amendments, transfers, cancellations, and emergencies that took place throughout the year. The columns to the right of each appropriation sheet should continue to be utilized for these functions.
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