I suggest creating a google sheet with: a list of all grants, the fund the grant came from, the date, a categorization (which would vary by fund but could be similar to the categories used in the Grantmaking and Impact section), and a subtotal for each category. That would make it easy to see all grants in one place (rather than clicking through each payout report), the categorization would be transparent, and the subtotals would update automatically as new grants were made.
+1, this seems like a good idea & quick to implement.
+1, this seems like a good idea & quick to implement.