Reporting, Planning & Analysis

Find information about UBC’s budget and financial statements, as well as tools, systems, guidelines, and schedules relating to budgeting, forecasting, and reporting at the university.

Visit the Workday Knowledge Base

Review budgeting and reporting information for Workday through UBC's Self-Service Portal (CWL required).

UBC's Budget Process

Learn about UBC's budget process, and review the current year's budget report.

Financial Reports

Review the financial statements and reports regularly produced by the university's finance teams.

News & Announcements

Sep. 19, 2024

BDO Canada appointed as UBC’s external auditor starting 2024-2025 fiscal year

Starting for the 2024-2025 fiscal year, BDO Canada LLP (“BDO”) will take over from the Office of the Auditor General of British Columbia as UBC's...

Sep. 11, 2024

Preparing for FY25 Q2 Forecast: What you need to know

In preparation for the FY25 Q2 forecast in Adaptive Planning , please review the following Q2 2025 Guidelines and References . Link to Q2 2025...

Aug. 26, 2024

Read UBC's 2024 Annual Financial Statements

The Annual Financial Statements for year ended March 31, 2024, is now available. UBC's consolidated financial statements reflect the assets,...

Important Dates

Oct. 3, 2024

Cutoff for Customer Invoice Approvals

Oct. 3, 2024

Accounting Journals EIBs Loaded by Data Management

Oct. 3, 2024

Cutoff for Cash Sales Approvals

Oct. 3, 2024

Customer Accounts and Treasury Accounting Activities Closed

Oct. 3, 2024

Banking and Settlement Closed