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How to Update Grant Spending

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Step-by-Step Instructions:

  1. Access Grant: On the main Grants screen, click the name of the grant you need to update (e.g., The Collective Impact for Equity Grant).
  2. Go to Budget Tab: Click the Budget & Spending tab in the grant details view.
  3. Update Spending: Click the Update Spending link on the right side of the “Spending Schedule” section.
  4. Record Actual Spend: In the “Edit Grant” pop-up, navigate to the Budget & Spending tab.
  5. Enter Spent Amounts: For the relevant Fiscal Year rows (e.g., FY2026), manually enter the amount actually Spent ($) to date (e.g., 25000).
  6. Save Update: Click Save Grant. The “Total Spent” value on the main grant page will now reflect this update.

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