You're right, there is, but I need a no-cost solution now until funding
becomes available.


"Debra Dalgleish" wrote in message
...
There's probably accounting software that you can purchase specifically
for non-profit organizations. Do a Google search and you should find some
suggestions.

Mike Webb wrote:
I am trying to find a means to track the different grants we get for our
research that also provides a means for our Executive Director to quickly
view them for their status. I found a workbook at a non-profit website
that
has 3 sheets:

(1) Expenses - this is an expense report form, essentially. We can add
and
subtract money to indicate when we spend or receive money.
(2) Balance over Time - This is an X-Y line graph to depict money
remaining
versus money spent over the life of the grant.
(3) Notes - Just a place with 2 columns - date and text, to write notes
about the grant over time to help with writing the technical and
financial
reports required by the grantor.

My initial idea was to use one workbook per grant and have the person in
charge of that grant share it so the Executive Director could review it
easily. Not bad, but I think it can be done smarter. Also thought of
using
Access to create a form to tie them together, but I am still a newbie at
Access and it'd throw the staff for a loop unless it was very user
friendly.

Is there some way to tie together workbooks in one place for
administrative
review, and to add as we get new grants and retire those that are
completed?

TIA!!


--
Debra Dalgleish
Excel FAQ, Tips & Book List
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