A line-item grant budget with a written justification for every line, in the format the funder asked for. Give the app your program, the amount you are requesting, your staffing, and your period of performance, and Taskade Genesis builds the budget table, calculates the totals, applies your indirect rate, and writes the budget narrative that explains each figure to a program officer.
The app embedded on this page is Analytics Dashboard, a real Taskade Genesis build that rolls line-level figures into totals you can read at a glance. Change a line, watch the totals update, then clone it in about ten seconds and reshape those lines into the grant budget and budget narrative described above.
What you get is the budget and the words about the budget in one place. Line items cover personnel with percent of effort, fringe, contracted services, travel, supplies, equipment, occupancy, and indirect, each with a formula, a total, a cost-share column if the funder requires a match, and a one-paragraph justification. Linked records connect each line back to the proposal section it supports, so a reviewer can see that the evaluation line in the budget matches the evaluation plan in the narrative.
Workspace DNA keeps the arithmetic and the argument in sync. Memory holds your salary bands, your fringe rate, your indirect rate, and last year's approved budget so the next one starts from real numbers. Intelligence, drawing on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, checks that the totals add up, that percentages of effort do not exceed 100 percent across grants, and that every line has a justification. Execution flags the mismatches before submission rather than after an award.
Work the numbers in whichever layout is useful:
- Table view, the full line-item budget with formulas and totals
- List view, the budget narrative in reading order for the reviewer
- Board view, lines moving from drafted to reviewed to approved
- Calendar view, spending milestones and drawdown dates across the grant period
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations catch the errors. With Taskade automations, a change to a personnel line recalculates fringe and indirect, a total that exceeds the requested amount raises an alert, and a finished budget notifies your treasurer for review in Slack. Across 100+ bidirectional integrations, Google Sheets pulls payroll figures in while Gmail and Slack push the review requests out.
The AI agents carry 34 built-in tools including file analysis, so an agent can read a funder's budget instructions and tell you which categories they cap, which they disallow, and whether they accept your indirect rate.
Clone it, invite your bookkeeper and your executive director, and the rates, the templates, and the approved budgets stay in your workspace for the next application.
Explore other builds in the Community Gallery, start a new one at Taskade Genesis, or learn table formulas in Learn. Keep it aligned with the proposal narrative, and roll approved awards into the annual budget and cash-flow tracker.
Frequently Asked Questions
Does it know our indirect rate?
It uses whatever you tell it and stores it for reuse. If you have a negotiated rate, enter it once. If you do not, the agent will explain the common alternatives so you can pick one and apply it consistently.
Can it handle a required match or cost share?
Yes. Add a cost-share column and specify whether the match is cash or in-kind. The app tracks both totals separately and the narrative explains the source of each matching contribution.
What if the funder has their own budget template?
Give the app the template or the instructions and it builds the line categories to match. The narrative is written to their category names so a reviewer never has to translate.
Does it check percent of effort across multiple grants?
Yes, if you track your grants in the same workspace. The agent flags any staff member allocated above 100 percent across active awards, which is one of the fastest ways to fail an audit.
Can we use it for reporting after the award?
Yes. Add actuals beside each budgeted line and the variance is calculated for you, which is exactly what the interim financial report asks for. See the grant reporting and compliance calendar.
Is this an accounting system?
No. It is the budget you submit and the story you tell about it. Your bookkeeping stays where it is, and the numbers you enter here should come from it.
Can two people edit the budget at once?
Yes. The project is collaborative in real time, and comments sit on individual lines so a question about the travel figure stays attached to the travel figure.
