Instrumentl is committed to being a one-stop shop for grant management and tracking. We know folks need a robust way to monitor expenses, which is why we offer a Payments Tracking function. This feature allows you to easily keep tabs on awards financials and disbursements.
Quickly visualize and document the inflow of funds for awarded grants, whether they arrive in installments or lump sums, so you always know when to expect the next payment from a funder. You can capture & track awarded grant amounts, the expected date of payment, and the actual date received. Payments tracking also allows you to:
Document relevant notes for each grant's payment
Export your logged payments tracking data via the Awards Report
Generate interactive payment statistics in your Awards View tab to visualize the breakdown by amount, funder type, and grant year
Payments Tracking is a feature exclusive to the Professional, Advanced, and Custom Plans.
Payments Tracking Fields for Opportunities
First, open a grant from your Tracker. Then, under the Payments tab for each awarded opportunity, you’ll see fields such as Date Expected, Date Received, Amount, and Details. You’ll also be shown a running total of the amount you have received vs. the amount you expect to receive.
You can add any another notes about that specific payment by clicking + Add Details, located directly below each payment entry.
Once you add these fields, you can track the specific payment dates and amounts for each awarded opportunity and stay on top of your finances!
Payment Statistics in Awards View
When in the Awards View, you’ll be able to quickly see your payment statistics for each year, defined by grant period.*** This graph takes into account both the expected amount and received amount to ensure you're up to date on payments.
Click into the Awards tab on your All Projects tracker view your awarded grants.
Hovering over the bar for each year will show you what amount of money comprises the percentage received and expected:
***Note on years: The Awards tab and the Awards report will filter years by grant period, not fiscal year. If the grant period of an award falls within the selected year, the opportunity will appear.
E.g., if you select the year 2026, you'll see any awarded grants with a grant period that occurs in any part of 2026 (whether that is a full year, a few months, few days, etc).
If you'd like to learn more about using the Awards tab, check out our Awards View article.
Payment Columns in Awards Report
We’ve added columns to the Awards Report so you can export payments tracking details as well! You'll be able to filter the Awards Report by year (based on the awarded grant period).
If you'd like to learn more about creating & downloading an Awards Report, be sure to check out our guide to exporting Instrumentl reports.
If an awarded opportunity has associated payment data, the payment information will be included in the Awards Report. These additional payments tracking columns include Payment Amount, Date Expected, Date Received, and Notes.
We’re excited to continue improving Instrumentl's post-award management functionality. Stay tuned as we expand our tracking features!
Contact Us 
If you have any questions about Payments Tracking or awards data, simply message our Support team via the chat bubble when logged into your account, or email us at hello@instrumentl.com.