Grant Dashboard

The Grant Dashboard shows all your active grants in one view, with budget, spending, remaining balance, and progress indicators for each. Use it to quickly check whether any grant is at risk of overspending or nearing its deadline. This report requires a Standard plan or higher.

Grant compliance is one of the highest-stakes areas of nonprofit finance. Overspending a grant can require returning money. Underspending can signal to funders that you don't need the full award. Missing a grant deadline with unspent funds may mean losing the money entirely. The Grant Dashboard puts all of this information in front of you so nothing slips through the cracks.

• At least one restricted fund linked to a project, or budget line items scoped to a project (this is how NP Ledger identifies a "grant")
• Posted transactions tagged to the relevant funds and projects
• A Standard plan or higher

Tip: A grant in NP Ledger is represented by a restricted fund (a separate bucket of money designated for a specific purpose) linked to a project (a specific initiative within a program). If you've set up your funds and projects, your grants will appear here automatically.

Viewing the dashboard

1. Go to Reports > Grant Dashboard (in the sidebar).
2. Optionally filter by fiscal year to see only grants active in a specific accounting period.
3. Optionally filter by program to narrow to grants in a specific mission area.
4. Choose a sort order to organize the view. Seven options are available:
5. Name — Alphabetical
6. % Consumed (high → low) — Grants closest to being fully spent appear first
7. % Consumed (low → high) — Grants with the most budget headroom appear first
8. Remaining (low → high) — Grants with the least money left appear first
9. Remaining (high → low) — Grants with the most money left appear first
10. End Date (soonest first) — Grants with the nearest deadline appear first
11. End Date (latest first) — Grants with the furthest-out deadline appear first
12. Click "Apply" to update the view.

Reading grant cards

Each grant appears as a card showing:

Header — The project name, program, fund, funder name, and grant number (if recorded). Badges alert you to important conditions: - Federal (or other source type) — Indicates the funding source - Over Budget — Spending has exceeded the grant budget - Overspending Risk — Spending is between 90-100% of budget - Past End Date — The grant period has ended

Financial Summary — Three numbers in a row: - Budget — The total budgeted amount for this grant in the selected fiscal year - Spent — How much has been spent against this grant - Remaining — Budget minus spent. Shows in red if negative (over budget)

Progress Bar — A visual indicator of how much of the budget has been consumed: - Green (0-75%) — On track - Amber (75-90%) — Getting close — review spending plans - Red (90-100%) — Nearly or fully consumed - Red (over 100%) — Over budget — immediate attention needed

The bar also shows the percentage consumed and days remaining until the grant end date (or "Ongoing" if no end date is set).

Quick Links — At the bottom of each card: - Budget vs. Actual — Jump to the Budget vs. Actual report filtered to this grant - Transactions — View all transactions for this grant's fund or project

Exporting the dashboard

Click "CSV" to download a spreadsheet with one row per grant, including: project name, program, fund, grant number, funder, source type, award amount, budget, spent, remaining, percent consumed, start date, and end date. Useful for building funder reports or sharing with your board.

Important: The Grant Dashboard does not have a PDF export. Use CSV for data sharing, or take a screenshot for visual reports.

• Red progress bars — Any grant over 90% consumed needs immediate review. Are there remaining expenses to come? Do you need to request a budget modification from the funder?
• "Over Budget" badges — If spending has exceeded the budget, determine whether this is a data entry error or a real overspend that requires action.
• "Past End Date" badges — Grants past their end date with remaining balance may need a no-cost extension request or final spending push.
• Summary statistics — The top of the page shows total active grants, total budget, and total remaining across all grants.

• Grants not appearing — Grants show up when you have a restricted fund linked to a project, or budget line items scoped to a project. If a grant is missing, check that the fund and project are properly connected (see Funds and Programs).
• Budget showing zero — If spending appears but the budget is zero, you may not have created budget line items for this grant. See Creating and Managing Budgets.
• Wrong fiscal year — Grant budgets are per fiscal year. If you're looking at the wrong fiscal year, the budget and spending numbers won't match your expectations. Check the fiscal year filter.
• Confusing award amount with budget — The award amount is the total grant award across all years. The budget is what you planned to spend this fiscal year. These may differ for multi-year grants.

Accountant note: Grant compliance reporting under OMB Uniform Guidance (2 CFR 200) requires tracking expenditures by federal award. NP Ledger's grant dashboard provides real-time spend-to-budget tracking at the project/fund level, which supports — but does not replace — the formal Schedule of Expenditures of Federal Awards (SEFA) required for organizations spending $750,000 or more in federal funds. For SEFA preparation, export the data via CSV and work with your auditor.