How to Track Restricted Grant Funds

Restricted grants have specific requirements for how funds can be used. Track these restrictions in Argenta.

Marking a Grant as Restricted

1. Open the grant record
2. Check Is Restricted
3. Enter the Restricted Description explaining the restrictions
4. Save your changes

Common Restrictions

• Program-specific: Funds can only be used for a specific program
• Time-limited: Funds must be spent within a certain period
• Purpose-specific: Funds for specific activities (equipment, salaries, etc.)
• Geographic: Funds for services in a specific area

Documenting Restrictions

Use the Restricted Description field to capture:

• Exactly what the funds can be used for
• Any prohibited uses
• Reporting requirements specific to restrictions
• Time limits on spending

Tracking Compliance

Use grant notes and connections to:

• Document restricted fund expenditures
• Track remaining restricted balance
• Note any issues or questions about restrictions