Budget and Financial Accounting

The Yale University Archives seeks to collect documentation concerning the allocation of funds through budgeting and the accounting of funds expended at Yale. Specific topics of interest include:

  • Determination of funding priorities and needs
  • Negotiation and approval of budgets
  • Tracking progress and changes to budget allocations
  • New policy, procedure, initiative development in any of the above areas

Archival Records

Examples of records of interest to the Archives, regardless of format:

  • Authorized opening and actual closing budgets
  • Annual budget plans and reports, with supporting programmatic materials
  • Annual summaries of financial activities
  • Budgeting policies, procedures, guidelines, and instructions
  • Correspondence concerning budget development and negotiation
  • Meeting minutes and supporting materials for committees and departments concerning budget planning and justifications of programmatic activities
  • Publications and websites (see Depositing Official Yale Publications)
  • Records of the Corporation's Audit Committee
  • Records of the Corporation's Finance Committee
  • Treasurer’s Report

Office of record

Finance and Administration, the Controller's Office, General Accounting Services, and the Tax Department maintain the record copy of documentation about accounting.  Business managers may also hold record copies of certain unique accounting materials.