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Resource Center

Finance 101: Basic Principles & Chart of Accounts

Tue, Jun 18, 2019 | 10:00–11:30 a.m. CST

Learn the basic principles of fund accounting and get started in the Finance module. We’ll talk about fund accounting principles, account types, and accounting groups, and we’ll cover how to add accounts.

  • Basic accounting principles
  • Adding a fund
  • Account numbering/grouping
  • Creating a chart of accounts
    • Assets
    • Liabilities
    • Equity
    • No account type
    • Income
    • Expense
    • Dedicated
  • Connecting to Contributions
  • Chart of accounts report


Cancellation Policy: Verbal cancellation required at least fifteen days prior to training start date. No refund will be given for cancellation after fifteen-day period.

CTS reserves the right to cancel or change dates.