Overview: the funding sources page
When you open the Funding Sources section, you'll see:
Summary totals at the top:
Pledged: total amount committed across all funding sources
Funded / Received: total actually received so far
Available: remaining amount that can still be spent
A list of funding sources below, which you can filter and search.
Read the dashboard cards
Three cards sit above the list and update as you filter. They give you the financial picture at a glance before you drill into any single grant.
Net Assets shows your cash position, split into three figures:
Total is Unrestricted plus Restricted: the cash on hand today.
Unrestricted is money you can spend freely.
Restricted is money you hold for a specific funder's purpose.
If you have reimbursable (conditional) grants, a Reimbursable footnote appears below the totals. It shows money you've been promised but haven't been paid yet. It sits below the totals because it's future revenue, not cash you can spend now.
These figures are cash-based: what you've received minus what you've spent. When the journal-entry ledger is enabled for your account, they shift to accrual.
Top Funders lists your three largest funders by amount. Click one to filter the list to that funder.
Upcoming Revenue is a month-by-month bar chart of the revenue you expect over the next 12 months, split by restriction type. It's drawn from your payment schedules, so keeping those current keeps the forecast accurate.
Active vs. closed funding sources
By default, you'll see Active funding sources:
Active:
Funding sources you're still spending from
Funding sources you still want to report on regularly
Closed / Inactive:
Grants that are expired or fully wrapped up
Funding sources you don't want to edit or see in your "default" list
Still available if you filter for them specifically
You can change a funding source's status from Active to Closed directly in the funding source detail view (see below).
Read the funding source cards
Each funding source card includes:
Name of the funding source
Name of the funder, if applicable
Status indicator (e.g., green dot for active)
Restricted / unrestricted label
Requirements due (if applicable)
Burn-down / spending bar showing:
How much has been pledged
How much has been received
How much has been spent
How much is available
If you see a difference between pledged and received, it usually means not all payments in the grant agreement have been disbursed yet. A dotted marker on the bar shows where you are vs. the total pledged amount.
As you code transactions in ImpactGraph, these balances update so you always see the real-time availability for each funding source.
If your team tracks many grants, a table view is available that lists every grant in one place with sortable columns and inline editing. See Track grants in the table view for how it works.
Create a funding source
Click Add Funding Source in the top right corner. This guide gives you more information!
Open a funding source detail page
Click any funding source to open its detail page. Here you can:
Control whether the funding source is Active or Closed
Edit key fields (name, funder, owner, description)
Review and adjust the payment schedule
See pledged / received / spent details
Manage grant alerts and requirements
View transactions, reports, budget, restrictions, and documents
Status: active vs. closed (inside the funding source page)
At the top of the funding source detail view, you'll see a green or red dot status indicator (e.g., "Active").
Click the dot/status to toggle between:
Active: still in use and visible on your main Funding Sources page
Closed: in the past, not editable, and hidden from the default active list
Closed funding sources remain in your history and reports but won't clutter your main working list.
What happens when you close it:
The funding source won't show up in your Funding Sources list if the page is filtered to Active (default).
You can't tag new transactions to that funding source anymore.
You can still view all historical information, but you won't be able to edit/change the closed funding source.
You can always re-open closed funding sources.
Edit funding source fields
Many fields on the funding source page are editable via the gray pencil icons:
Funding source name
Funder name
Funder type, shown as a colored chip
Owner, the person responsible for this funding source
Description
To edit:
Click the gray pencil next to the field.
Update the value (e.g., rename the grant or assign an owner).
Click Save.
We recommend confirming naming conventions with your administrator or fiscal sponsor before changing names, as these may drive other workflows in their systems.
Understanding pledged, received, spent, and available
On the detail page you'll see:
Pledged: total grant amount, driven by the payment schedule
Received: sum of all incoming transactions coded to this funding source
Spent: sum of all outgoing transactions (e.g., card payments, bill pays) coded to this funding source
Available: pledged minus spent (taking received timing into account for visibility)
You'll also see a larger spending bar showing:
% of the funding source that's been spent
How much remains available
Whether you're overspent vs. the pledged amount
Manage the payment schedule (adjusting pledged amount)
The pledged amount shown at the top of the page is calculated from the Payment Schedule tab.
For example, you might see:
2 payments of $100,000 each, due on specific dates
To change the pledged amount:
Go to the Payment Schedule tab.
Edit the listed payment amounts or dates.
Save your changes.
Once you update the payment schedule, the pledged total for that funding source will update automatically.
How received and spent are calculated
Received is calculated from incoming transactions (e.g., deposits, transfers) coded to this funding source.
This could be a single transaction for the full amount or multiple smaller transactions.
Spent is calculated from outgoing transactions (e.g., vendor payments, card spend, bill pay) coded to this funding source.
ImpactGraph sums all relevant transactions and shows the summary totals on the funding source page and in the spending bar.
Grant alerts and requirements
The Grant Alerts section shows key deadlines and requirements linked to the funding source. These can include:
Reports due
Interim narrative updates
Final reports
Other custom requirements
Alerts can be created in two ways:
Automatically, if you used AI-assisted grant creation and ImpactGraph parsed deadlines from your grant agreement. See how to do that here!
Manually, if you create or edit requirements yourself
In the Requirements tab, you can:
Review all requirements pulled from the grant agreement or created manually
Edit names and details (for example, changing "Initial Report" to "Initial Update You Send")
Click Save All to update alerts and how they appear on the main funding source header
These requirements drive the alerts you see at the top of the funding source so you don't miss critical deadlines.
Other tabs: transactions, reports, budget, restrictions, documents
Within a funding source, you'll also see several other tabs:
Transactions
View all transactions coded to this funding source (incoming and outgoing).
Reports
The tab is labeled P&L Statement (your Statement of Activities). Pull it for this funding source to report back to funders.
Budget
View or edit the budget associated with this funding source.
If you want a deeper dive on budgets, refer to the separate Budget video/article.
Restrictions
Track what expenses are allowed to be tagged to this funding source.
Helps you stay compliant with funder requirements and internal policies.
Documents
Store the grant agreement and any related files.
Use this as a centralized repository so everything related to the funding source lives in one place.
Many of these functions exist elsewhere in the platform, but the funding source page brings them together so you can manage a grant end-to-end from a single screen.
Need help?
If you have questions about using the funding source page or want to suggest improvements for future deep dives, email us at [email protected].
FAQ
Q: What does "Reimbursable" mean?
A: "Reimbursable" is the label for a conditional funding source. The money is promised, but it's paid only once you incur the expense and report it. It shows up as upcoming revenue rather than cash, since you don't hold it yet. In the type filter and on the type chips, the conditional net-asset class is shown as "Reimbursable."
Q: What's the difference between Pledged, Received, Spent, and Available?
A: Pledged is the total grant amount based on your payment schedule. Received is the total of all incoming transactions coded to the funding source. Spent is the total of all outgoing transactions coded to that funding source. Available is the remaining amount you can still allocate, based on how much has been pledged and spent.
Q: Why doesn't my pledged amount match what I've received so far?
A: This usually means not all scheduled payments have been disbursed yet. The pledged total comes from the Payment Schedule, while the received amount comes from actual incoming transactions. As more payments come in and are coded to the funding source, the received total will move closer to pledged.
Q: How do I mark a funding source as closed or inactive?
A: Open the funding source, click the status indicator (e.g., the dot or "Active" label) at the top, and switch it to Closed. Closed funding sources no longer appear in your default active list and are not intended to be edited, but they remain available for historical reporting.
Q: Can I change the name of a funding source or the funder?
A: Yes. Click the gray pencil icon next to the funding source name, funder name, or description, make your edits, and click Save. We recommend coordinating with your administrator or fiscal sponsor before changing names, since they may use these labels in other systems and reports.
Q: How do I adjust the pledged amount for a funding source?
A: Go to the Payment Schedule tab for that funding source and edit the payment amounts and/or dates. The overall pledged total will update automatically once you save your changes.
Q: Where do grant alerts come from?
A: Grant alerts are driven by items in the Requirements tab. They can be created automatically when you use AI-assisted grant creation (based on what's detected in your grant agreement), or you can create and edit them manually. Changes in the Requirements tab will update the alerts shown at the top of the funding source.
Q: Can I see all the transactions tied to a specific funding source?
A: Yes. Open the funding source and go to the Transactions tab to see all associated incoming and outgoing transactions. This view is helpful for reconciliations and for understanding how funds are being used.
Q: Where should I store my grant agreement and related documents?
A: Use the Documents tab inside the funding source. You can upload your grant agreement and other relevant files so that everything tied to that funding source is stored in one place and easy to find later.
Q: Who do I contact if something looks wrong on my Funding Sources page?
A: If you suspect something is misconfigured (e.g., incorrect names, unexpected balances, or integration questions), email [email protected] with details and examples, and our team will help you troubleshoot.