Course Content
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Aplos Fundamentals
- Welcome To Aplos Fundamentals
- Setting Up Your Chart Of Accounts
- Entering Transactions
- Accounts Payable And Accounts Receivable
- Reconciling And Closing Your Books
- Creating A Budget
- Setting Up Donation Purposes And Tracking Donations
- Creating Donation Forms And Widgets
- Managing Donations
- Generating Reports
- Managing Your People Database
- Sending Letters, Emails, And Texts
- Event Registration
- Account Settings
Creating A Budget
Learn how to create a budget in Aplos to better steward your financial resources. Budgeting is available with Aplos Core and Aplos Advanced Accounting. View your subscription. For best results, log in to your account in a separate window and follow along. Don’t have an account yet? Start a free trial.
Links to the specific areas of the software we will cover and resources from our Support Center are below if you want to learn more.
- Create budgets that let you assign the amounts you want to budget for your income and expense accounts. Go to your budgets in Aplos. View the resource on creating budgets.
- Run budget reports to see if your spending and revenue are matching your goals. Compare budgets between different time periods and compare your budgets with what you actually spent. Go to your reports in Aplos. View the resource on generating reports.
- With Advanced Budgeting, an optional upgrade in Aplos, you can budget by fund and/or by tag. Turn on Advanced Budgeting in Aplos. View the resource on budgeting by fund. View the resource on budgeting by tag.
