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Set your financial aid budget for the year

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

Watch on YouTube

How to set your financial aid budget for the year

  1. 1Click Billing under Administration in the sidebar, then click the "Financial aid" tab
  2. 2Find the "Aid budget" card and click the edit pencil
  3. 3Check the School year — it arrives prefilled with the current academic year
  4. 4Enter "Budget ($)"
  5. 5Click Save budget
  6. 6Watch the "Applied so far" line and bar — it counts aid actually applied to invoices, not what awards promise
  7. 7Go past the budget and the bar turns red

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 13 videos in this group About this feature

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Open financial aid applications to familiesAdmins
Apply for financial aidFamilies
Review a family's aid application and decideAdmins
Award a scholarship or discount to a studentAdmins

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

Try the live demoSubscribe on YouTube