CHAPTER 9. SUBJECT INDEX


The numbers refer to the Chapter containing the information.

Accounting Tips

    Backup Your Data Files .... 4
    Blanket Orders .... 4
    Off Campus Personnel .... 4
    Recurring Expenses ..... 4
    Special Search Codes .... 4
    Starting in the Middle of a Grant Year .... 4
    Transferring Expenses to Another Grant .... 4
    Transferring Money Between Accounts on the SAME Grant .... 4

Accounts

    Add, Edit, or Delete .... 3
    List of .... 3
    Meaning of .... 3
    Setting Up .... 3

Add, Edit, or Delete

    Accounts .... 3
    Categories .... 3
    Subcategories .... 3

Additional Expenses (defined) .... 3

Backup Your Data Files .... 4

Blanket Orders .... 4

Capital Equipment .... 3

Carrying Forward Money From the Previous Grant Year .... 6

Categories & Transfers .... 3

Category Detail Report (by Month or by Year) .... 7

Category Summary Report

    By Month .... 3, 7
    By Year .... 7

Combine Salary and Staff Benefits into One Account .... 4

Contents of Grant Tracker Disk .... 2

Continuation Year on a Grant

    New Account Number and No Money Carried Forward .... 6
    New Money and Carry Forward Money From Last Year .... 6
    Old Account Number and No New Money .... 6

Closed and Open Requisitions (Purchase Orders) .... 3, 5

Credits to Your Account .... 5

Customize

    Graphs .... 8
    Reports .... 7
    Startup Screen .... 2

Deposits to Your Account .... 3

Determining Monthly Salaries .... 3

Enter Data

    Accounts .... 3
    Category .... 3
    Expendable Materials and Services .... 3
    First Time .... 3
    Individual Expenses .... 3
    Open and Closed Orders .... 3, 5
    Personnel Data .... 3
    Spaces Allowed .... 3
    Starting in the Middle of a Grant Year .... 4

Expendable Materials and Services .... 3

Extending the Final Year of a Grant Without Additional Funds .... 6

Figures (illustrations)

    Accounts List .... 3
    Cash Flow Report .... 7
    Expendable Materials and Services Register .... 3
    Income & Expense Graph .... 8
    Itemized Categories Report .... 7
    Net Worth Graph .... 8
    Net Worth Report .... 7
    Net Worth by Year Report .... 7
    Salary Register .... 3

Find (search) .... 2

General Procedures (reconciling) .... 5

Getting Started with Grant Tracker .... 2

Grant Tracker Files Described .... 2

Graphs

    Customize .... 8
    How To Produce .... 8
    Income and Expense (by Month) .... 8
    Memorize .... 8
    Net Worth .... 8

Help (on-screen, Quicken) .... 2

Hourly Workers .... 3

How to Handle a Continuation Year on a Grant

    New Account Number and No Money Carried Forward .... 6
    New Money and Carry Forward Money From Last Year .... 6
    Old Account Number and No New Money .... 6

Illustrations (see Figures)

Indirect Costs

    Calculating .... 3
    Discussed .... 3
    Modified Total Direct Costs .... 3
    Salary and Wages .... 3
    Salary and Wages plus Staff Benefits .... 3
    Total Direct Costs .... 3

Installing

    Grant Tracker 2000 .... 2
    Quicken 2000 .... 2

Introduction .... 1

Keep Track of Who Ordered What (special search codes) .... 4

Modified Total Direct Costs .... 3

Monthly

    Blanket Orders .... 4
    Expenditure Statements (reconciling) .... 5
    Hourly Workers .... 3
    Reconciling Your Accounts .... 5
    Recurring Expenses (projecting) .... 4
    Salaries (determining) .... 3
    Students (variable hours) .... 3

Multiple Grants .... 2

Net Worth

    Graph .... 8
    Report .... 7

New Account Number and No Money Carried Forward .... 6

New Money (Credits to Your Account) .... 5

New Money and Carry Forward Money From Last Year .... 6

No Requisition (or Purchase Order) Numbers .... 5

Off Campus Personnel .... 4

Old Account Number and No New Money .... 6

Open (Closed) Requisitions (Purchase Orders) .... 3, 5

Other Expenses (defined) .... 3

Partial Payments .... 5

Passwords .... 2

Personnel

    Costs .... 5
    Entering Data .... 3
    Off Campus Personnel .... 4
    Reconciling Costs .... 5

Projecting Recurring Expenses .... 4

Reconciling Monthly Expenditure Statements

    Changing an Expense from Open to Closed .... 5
    Credits to Your Account .... 5
    General Procedures .... 5
    No Requisition (or Purchase Order) Numbers .... 5
    Partial Payments .... 5
    Personnel Costs .... 5
    Using the Reconciling Feature in Quicken (Not Recommended) .... 5

Recurring Expenses (projected) .... 4

Rename the Grant Tracker files .... 2

Reports

    Adjusting Column Widths .... 7
    Cash Flow Report .... 7
    Customize .... 7
    Delete the "Clr" Column .... 7
    Exporting Reports .... 7
    How to Produce .... 7
    Itemized Categories Report .... 7
    Memorize .... 7
    New Worth .... 7
    Net Worth by Year .... 7

Salaries

    Hourly .... 3
    Monthly (determining) .... 3
    Reconciling .... 5
    Students (variable hours) .... 3
    Work Days Per Month .... 3

Sample Data .... 2

Search (find) .... 2

Spaces Allowed for Payee, Category, Memo .... 3

Special Search Codes .... 4

Staff Benefits .... 3

Starting in the Middle of a Grant Year .... 4

Students (and others who work variable hours) .... 3

Subcategories

    Add, Edit, or Delete .... 3
    List of .... 3

Tips

    Accounting .... 4
    Combine Salary and Staff Benefit Accounts .... 4
    Using Grant Tracker .... 2
    Using Quicken (Help) .... 2

Transferring Expenses to Another Grant .... 4

Transferring Money Between Accounts on the Same Grant .... 4

Travel .... 3

Variable Working Hours (e.g., students) .... 3

Work Days Per Month .... 3