Grants, budgets, eligible spend, claims, match funding, outputs, deadlines and the pipeline – for businesses, charities and community groups
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Grant money comes with strings attached: an approved budget split into cost categories, rules about what's eligible (including VAT), claims to make on time with evidence, match funding to show, outputs to deliver and, if things go wrong, money to pay back. Most organisations juggle several grants from different funders, each with its own timetable. This workbook keeps every grant in one place. You enter each grant and its budget once, log costs as they happen, and it works out what's eligible and claimable, what each claim should be, what the funders owe you, whether you're within the budget tolerances, how much match funding you still need, how your outputs are doing and what's due next – plus a weighted pipeline of applications in progress.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
The register – terms, conditions and progress for each grant. What you do: enter the yellow columns.
Step 2
Each grant's budget by category against eligible spend. What you do: enter the budget lines.
Step 3
Every cost, with eligibility, claimable amount and claim. What you do: add a row for each invoice or payroll cost.
Step 4
Claim periods, amounts, retention, submission and payment. What you do: add claim periods; record submitted and received.
Who it is for
Quick start
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