WATCH: Budgeting Basics

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Budgeting Basics

Length: 48 Minutes


Walk through the basics on how to create and manage your budget in Aplos and review your budget to actual financial reports. We will also address other advanced budgeting options that are available within Aplos.

In this webinar:

  • How to create a budget
  • How to enter budget breakdown by Month
  • How to see all of your past budgets, options to show or hide them, print, or edit them
  • How to review your budget to actual report (available layouts, columns, filters)
  • Other options: How to set a multi-year budget, customizing the date range of your budget report
  • Advanced: Break out your budget by Fund, Import Your budget, Budget for a Tag layer, Dimensional budget

Want to join the next live session? Check out our upcoming dates for Church Coaching Sessions or Nonprofit Coaching Sessions.