When you are managing a few grants, the default card view gives you what you need: a visual read of each grant's money, with a spending bar showing how much is left. As your portfolio grows, going card by card gets slow. The table view is the power tool for that point. It puts every grant on one screen so you can compare, sort, and update them as a portfolio instead of one at a time.
Two things make it more than a denser list. It is live: every number comes from the transactions you have already coded, so it takes the place of the grant-tracking spreadsheet many teams keep on the side, with nothing to update by hand. And it is operational rather than financial: where a card reads like a grant's books, the table reads like the team's working list, centered on who owns each grant, what state it is in, and what is due next.
Cards or table: which to use
Both views read from the same live data, so neither is more current than the other. They answer different questions.
Stay on cards, the default, when you want the financial picture of one grant. The spending bar and the position against the amount pledged are the fastest way to read a single grant's money.
Switch to the table when a team is running a portfolio of grants and needs an operational view: who owns what, what status each grant is in, and what is due next, all side by side. It is also where you compare across grants, sort by what is due or what is overspent, edit several in a row, and export.
The table is not a replacement for cards. It is the heavier, team-facing tool you reach for when a portfolio outgrows browsing.
What the table gives you
It is built for the team, not just finance. The table centers on owners, statuses, and deadlines, so whoever runs a grant can see what is theirs and what is coming up without reading the books. Finance gets the money picture from the cards and reports; the team gets a working list here.
It is always current. Pledged, received, spent, and remaining are calculated from your coded transactions, not typed in by hand. Code a transaction and the table reflects it.
There is one source of truth. The table and your reports draw on the same data, so there is nothing to reconcile between a side spreadsheet and the app.
It flags overspending for you. Remaining turns red when a grant goes over, so the problem surfaces while you can still act on it.
Money and deadlines live together. The next payment and next deadline sit in the same row as the balance, so you are not cross-referencing a calendar against a budget.
You edit in place. Change an owner, status, or funder type right in the table. It is the fast way to reassign grants across the team or update several at once, without opening each one.
You export only when you need to. When you need a file to send, one click gives you a current CSV. The rest of the time the live view is enough.
What you can see at a glance
Each row is one grant. The columns are grouped around the questions you actually ask.
Where does this grant stand?
Status: active or closed, shown as a colored dot.
Pledged: the total committed amount.
Remaining: what is left to spend. It turns red when the grant is overspent.
Type: the net-asset class (Restricted, Unrestricted, or Reimbursable).
What is coming up?
Next Payment: the next scheduled payment you have not received yet.
Next Deadline Due: the next open requirement's due date. Sort by this column to see what needs attention first.
Start and End: the first and last dates from the payment schedule.
Who and what is behind it?
Name: click it to open the full grant.
Funder and funder type: who is funding it, with the type shown as a colored chip.
Owner: the person responsible for the grant.
Documents: the grant agreement and related files.
If you manage more than one organization, an Organization column shows which one each grant belongs to. Click any column header to sort by it, so you can line grants up by remaining balance, by next deadline, or by owner.
Edit several grants without leaving the table
Double-click a cell to change it in place, then move on. You can edit name, funder, funder type, owner, type, and status this way. It is the fast way to assign owners across a batch of new grants, or to close several at once, without opening each record.
Export when you need to share
Click Export to download the table as a CSV. The export reflects your current filters and sort, so you can narrow to one funder or one program and send exactly that. Because the table stays current, you export only when someone outside ImpactGraph needs the file, rather than to keep a separate copy alive.