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Expenditure information is pulled from DOA's CARDINAL accounting system nightly to update the PB Ref_Expend table. This table also houses historic data back to 1996. There was a custom Microsoft Access database created in the late ninties named "Expendwise". A Logi BI Report was created with the launch of the PB System in 2010 and also named Expendwise. So this Logi BI Report built in 2016 prompted by the new accounting system changes is the third iteration of this tool.

Account Type

Despite the name "Expendwise", this accounting data has historically contained both Epenses and Revenues. With the implementation of CARDINAL, it now has a total of seven types of data. (1) Appropriated Expenses (2) All Expenses, (3) Revenues (4) Equities (5) Transfers (6) Assests (7) Liabilities.

June 2017 Update: Expenses has now been divided. There are "Appropriated Expenses" and "All Expenses" which contains both Appropriated Expenses and certain Expenses which are considered outside of the agency's appropriation. DOA Account Codes beginning "50..." are Appropriated. Account codes beginning "51..." and "52...." are expenses, but outside of the appropriation and not included when considering an agency's operating plan.

Budget Type

Expense records identify as either Operating or Capital data. Other types may be assigned to a Program or Project but often have neither. Everything belongs to an Agency and a FundGroup/FundDetail.

Fund Type

Same as choosing Fund Group equal to 01 or Fund Group not equal to 01. Such a common filter it is placed right at the top for convenience.

Field Descriptions

Fiscal Year	4 digits	Example: Fiscal Year 2000 started on July 1, 1999 and ended on June 30, 2000 NOTE:If you select Fiscal Year checkbox under column selections, you will get a Fiscal Year column as might be expected. However, when fiscal year columns are not selected and multiple fiscal years are selected in the filter, the years will be pivoted across horizontally as columns.
Secretarial Area Code	2 digits, leading zeros	Example: Secretary of Education = 03, see  Chart of Accounts Report for more
Secretarial Area Name	alpha string	Example: For budget purposes agencies are divided into Secretarial Areas only loosely aligned with Governor's Cabinet Secretaries. See Chart of Accounts Report for more
Agency Code	3 digits	The Cardinal accounting system has begun using the term 'Business Unit' and shows the code with 5 characters, but on the bugeting side, DPB is still using the term 'Agency' and uses 3 digits. The extra 2 digits in Cardinal will always be just 2 zeros tacked on the end until DPB expands agency and assigned codes with more than 3 digits which is currently not planned. See Chart of Accounts Report for more
Agency Name	alpha string	Formal name of each entity in the state budgeting process that has its own agency code. Some agencies listed do not themselves get appropriation, but their budget is part of a central parent agency. See  Chart of Accounts Report for more
Agency Abbreviation	short alpha string	Each agency has a short abbreviation assigned by DPB.
Responsible Agency Code	3 digits
Responsible Agency Name	alpha string	Some agencies have a different agency that assists with their budgeting operations. Appropriations may or may not be rolled up to the Responsible Agency level.
Account	7 digits	Cardinal has a code called "Account" which combines several things togther. The information overlaps with several of our other fields, such as "Account Type".
Account Type	alpha string	1 of 6 values (Expense,Revenue,Equity,Asset,Libility,Transfer)
Program Code	3 digits	Virginia's program based budgeting which began around 1980 centers around this chart of account element.
Program Name	alpha string	Virginia's program based budgeting which began around 1980 centers around this chart of account element.
Service Area Code	5 digits	Programs are divided into Service Areas. The code is a combination of the Program Code and 2 additional digits.
Service Area Name	alpha string	Programs are divided into Service Areas. Service Areas supplanted the old Subprogram field that got phased out many years ago.
Project Code	5 digit code	For Capital data, the Project Code is the key identifier for a capital project. For operating data it is a field used by agencies for various purposes that usually doesn't interest DPB.
Project Title	alpha string	For Capital data, the Project Title describes a capital project. For operating data it is a field used by agencies for various purposes that usually doesn't interest DPB.
Fund Group Code	2 digits - leading zero	The 2 digit fund group has been consistent in Virginia budgeting/accounting for many years. See the DOA Capp manual for more information. The same dozen or so fund groups are the same across all agencies.
Fund Group Name	alpha string	Short names for the fund groups. Example: 01 = General, 02 = Special, etc.
Fund Detail Code	5 digits - leading zero	The first 2 digits are the Fund Group code and the other digits form the full fund detail code. Some older data may only show a 4 digit fund detail code if there is no new 5 digit equivelent. Fund detail codes are sometimes the same fund from one agency to another, but are often different funds. So you cannot know the fund for sure by just the 4 digit code alone. You also need to know the agency. See the char of acount report.
Fund Detail Name	alpha string	Short name for the fund corresponding to the 4 digit fund detail code.
Major Object Code	2 digit	The first 2 digits of the subobject is a grouping called Major Object.
Major Object Name	alpha string	Short name for the high level grouping in the subobject code structure.
Object Code	3 digit	Though not widely used, the first 3 digits of the subobject is a grouping called Object.
Object Name	alpha string	Short name for the middle grouping level grouping in the subobject code structure. Between Major Object and Subobject.
Subobject Code	4 digit	The 4 digit subobject code is widely used througout the budgeting and accounting systems. See our  chart of acount report for more.
Subobject Name	alpha string	Name of the subobject code.
Revenue Source Code	5 digit - leading zero	A chart of account element used more in the accounting system to identify sources of revenue.
Revenue source name	alpha string	Name given to the revenue source. See the  chart of account report  for more information. Also see DOA's Capp manual.
FIPS Code	3 digit - leading zeros	Code for geographical areas of Virginia. I'm not really sure what we do with them. They are in the data. You should Google it to get more info. Write something better than this and give it to me and I'll replace this.
Amount Fields	Numeric Amounts	There is the YTD (Year-To-Date) Amount and all the monthly amounts. These amounts are aggregated based on the other field you have chosen to display. Choose only agency code and they will be agency totals, etc.
Cost Code	3 digits	Fields used by Agency for Agency specific purposes. Legacy fields kept for data prior to 2017 for historical reference.
Cost Code Name	alpha string	Names given by agencies to these Code Code catagories
CARS Fund	4 digits	Old 4 digit fund codes used by CARS prior to the implementation of Cardinal. For data prior to 2017.
GL Code	3 digits	Old CARS field used to identify what we now call "Account Type"
Element	2 digits	If you know what this was used for, give me a description and I'll replace this.