Financial Management

This section contains resources that support financial management activities for faculties and units including budget planning, accounting, financial reporting and more. Our service partners work closely with the faculties, units and staff across the institution to provide excellent client service. 

Guide to Financial Management

The information within this guide includes financial policies and procedures (UAPPOL), other guidance and information, and links to central service units' websites for further information.


uPlan is the University of Alberta's budget planning system. The system uses Oracle's Planning and Budgeting Cloud Service software to support integrated planning, budgeting and forecasting.

Endowment Spending Estimator

Provided by Investment and Treasury, this tool provides an estimate of the endowment spending allocation based on the current market value of the fund.

Who Supports Financial Management

Financial Reporting

Our Financial Reporting team looks after all institutional financial reporting, prepares the university’s annual audited financial statements, manages the year-end process and the annual external audit, and develops and implements institutional accounting policies and procedures.


Resource Planning

Resource Planning supports the University of Alberta's budget planning system. They also develop, implement and oversee the university's integrated planning process, prepare and administer the institutional budgets and conduct financial analysis and forecasting.

uPlan Inquiries:
Institutional Budget Inquiries:


Financial Bulletin

Financial information including month- and year-end schedules and updates to policy and forms.