When you log in, you’ll typically see:
Organization balance: your current available funds
Card summary: a snapshot of spend cards associated with your account
Action items / tasks: what needs your attention right now
Cash on Hand
Monthly money movement summary
Action items: what needs your attention
You’ll see an Action items area that surfaces things you should resolve. Two common categories are:
Transactions that need review
Grant requirements
These links take you directly into the relevant workflow.
Transactions that need review
These are transactions that aren’t fully complete according to your sponsor’s policies. For example, they may still need:
A ledger account
A funding source
A memo
A receipt (depending on your sponsor’s expense policy and the amount)
When you click Transactions that need review, you’re taken to the transaction table, pre-filtered to show only the transactions that need coding.
For more information in how to code a transaction, read this!
Grant requirements
The Grant requirements section highlights items tied to your funding sources, such as:
Reports due to funders
Compliance or reporting deadlines
Other requirements your sponsor has configured for each grant
When you click Grant Requirements Due: You’re taken to the funding source page, pre-filtered to show only the funding sources with requirements due.
Cash on Hand and Spending widgets
These are designed to help get insights into your financial data. You’ll see two main insight widgets:
Cash on hand
Monthly money movement summary
Cash on hand widget
The Cash on hand widget answers: “If we kept spending at our current pace, how many months could we operate with what we have?”
Behind the scenes, it compares:
Your current level of unrestricted net assets
Against your average monthly expenses
The result is an approximate number of months of cash on hand.
A few things to know:
It’s intentionally conservative:
It does not assume future grants or donations you’re expecting
It does not assume changes in your expenses
It is comparable:
You can line it up against benchmarks like NFF’s State of the Sector surveys or other industry reports
This doesn’t replace your internal scenario planning, but it gives you a quick, standardized health check.
Monthly money movement summary
Further down the page, you’ll see a Monthly money movement summary for a specific month. Click left and right to toggle between months.
How the home page connects to the rest of ImpactGraph
The home page is both a summary and a hub:
Balance & cards → link to card management and requests
Action items → open your transaction table and grant requirements
Insight widgets → help interpret your data and link you to:
Transactions
Funding sources
Deeper reports
The more you use our platform and code transactions, the less bookkeeping you will have to do at month end!
FAQ
Q: Why do I still see “Transactions that need review” after I’ve worked on them?
A:
Make sure you’ve filled all required fields (ledger account, funding source, memo, and receipt if needed) and saved the transaction.
Some sponsors have additional requirements or approvals; the item may remain until those are completed.
Q: How is the “cash on hand” number calculated?
A:
It compares your current unrestricted net assets to your average monthly expenses to estimate how many months you could operate at current spending levels.
It does not factor in expected new funding or planned changes in expenses, so it’s meant as a conservative, comparable benchmark rather than a full forecast.
Q: Why doesn’t the cash flow chart match the exact changes I see in my bank account?
A:
The widget uses coded and synced activity in ImpactGraph.
If recent transactions are uncoded, pending, or not yet synced, the cash flow chart may differ slightly from your raw bank balance changes.
Q: Can I customize which widgets appear on the home page?
A:
The main widgets (balance, cash on hand, and money movement summary) are part of the default ImpactGraph home experience.
Some customization may depend on your fiscal sponsor or workspace configuration. Reach out to us at [email protected] if you have features you'd like to request!