diff --git a/src/pages/Admin/Charity/Dashboard/Loaded.tsx b/src/pages/Admin/Charity/Dashboard/Loaded.tsx
index 08c7c87709..e172fd013e 100644
--- a/src/pages/Admin/Charity/Dashboard/Loaded.tsx
+++ b/src/pages/Admin/Charity/Dashboard/Loaded.tsx
@@ -128,7 +128,6 @@ export function Loaded({ classes = "", ...props }: Props) {
           amount={props.balances.payoutsPending}
           periodNext={period.next}
           periodRemaining={period.distance}
-          grantFromBal={mov["liq-cash"] + mov["lock-cash"]}
           allocation={props.allocation}
         />
       </div>
diff --git a/src/pages/Admin/Charity/Dashboard/Movements.tsx b/src/pages/Admin/Charity/Dashboard/Movements.tsx
index b72b8fff34..feffa625d0 100644
--- a/src/pages/Admin/Charity/Dashboard/Movements.tsx
+++ b/src/pages/Admin/Charity/Dashboard/Movements.tsx
@@ -53,7 +53,7 @@ export function Movements({ classes = "", ...props }: Props) {
   return (
     <div className={`p-4 grid rounded border border-gray-l4 ${classes}`}>
       <h4 className="grid border-b border-gray-l4 w-full pb-2">
-        Pending transactions
+        Pending Transactions
       </h4>
       <div className="grid grid-cols-[auto_auto_auto_auto_auto_1fr] mt-4 gap-y-2">
         {movs.map((entry) => {
diff --git a/src/pages/Admin/Charity/Dashboard/Schedule/Schedule.tsx b/src/pages/Admin/Charity/Dashboard/Schedule/Schedule.tsx
index ea3d287111..44e7cebd39 100644
--- a/src/pages/Admin/Charity/Dashboard/Schedule/Schedule.tsx
+++ b/src/pages/Admin/Charity/Dashboard/Schedule/Schedule.tsx
@@ -6,11 +6,7 @@ import { useAdminContext } from "pages/Admin/Context";
 import type { ReactNode } from "react";
 import type { Allocation } from "types/aws";
 import { Edit } from "./Edit";
-import {
-  MIN_PROCESSING_AMOUNT,
-  allocationOptions,
-  toAllocOptValue,
-} from "./common";
+import { allocationOptions, toAllocOptValue } from "./common";
 
 interface Props {
   amount: number;
@@ -18,7 +14,6 @@ interface Props {
   classes?: string;
   periodNext: string;
   periodRemaining: string;
-  grantFromBal: number;
   disabled?: boolean;
 }
 export function Schedule(props: Props) {
@@ -32,7 +27,7 @@ export function Schedule(props: Props) {
   return (
     <div className="p-4 grid rounded border border-gray-l4 mt-4">
       <div className="grid border-b border-gray-l4 w-full pb-2">
-        <h4 className="mb-1">Donations received</h4>
+        <h4 className="mb-1">Current Month Donations</h4>
         <p className="font-heading font-medium">$ {humanize(props.amount)}</p>
       </div>
       <div className="flex items-center mt-4 gap-x-2">
@@ -78,28 +73,6 @@ export function Schedule(props: Props) {
           }
           pct={props.allocation.cash}
           amount={props.amount}
-          tooltip={(val) =>
-            val !== 0 &&
-            /** include additional grant from bal */
-            val + props.grantFromBal < MIN_PROCESSING_AMOUNT && (
-              <Tooltip
-                tip={
-                  <Content className="max-w-xs text-sm bg-navy-d4 text-gray-l4 p-3 rounded-lg">
-                    Grant amount of $ {humanize(val)} is less than minimum
-                    processing amount of ${MIN_PROCESSING_AMOUNT} and would be
-                    carried over to the next month.
-                    <Arrow />
-                  </Content>
-                }
-              >
-                <Icon
-                  type="Info"
-                  size={16}
-                  className="inline mr-auto text-amber"
-                />
-              </Tooltip>
-            )
-          }
         />
         <Row
           icon={
@@ -126,7 +99,6 @@ interface IRow {
   pct: number;
   icon: ReactNode;
   title: ReactNode;
-  tooltip?: (val: number) => ReactNode;
 }
 function Row(props: IRow) {
   const val = props.amount * (props.pct / 100);
@@ -141,7 +113,6 @@ function Row(props: IRow) {
       <span className="text-left font-heading font-medium">
         {humanize(val)}
       </span>
-      {props.tooltip?.(val)}
     </div>
   );
 }
diff --git a/src/pages/Admin/Charity/Dashboard/Summary.tsx b/src/pages/Admin/Charity/Dashboard/Summary.tsx
index 1fc60f3c06..d65d7fae10 100644
--- a/src/pages/Admin/Charity/Dashboard/Summary.tsx
+++ b/src/pages/Admin/Charity/Dashboard/Summary.tsx
@@ -1,7 +1,9 @@
 import Icon from "components/Icon";
 import { Arrow, Content, Tooltip } from "components/Tooltip";
 import { humanize } from "helpers";
+import type { ReactNode } from "react";
 import type { Allocation, BalanceMovement, EndowmentBalances } from "types/aws";
+import { MIN_PROCESSING_AMOUNT } from "./Schedule/common";
 
 interface Props {
   balances: EndowmentBalances;
@@ -13,28 +15,50 @@ interface Props {
 export function Summary({ classes = "", ...props }: Props) {
   const liqDonation = props.balances.payoutsPending * (props.alloc.liq / 100);
   const lockDonation = props.balances.payoutsPending * (props.alloc.lock / 100);
+  const grantDonation =
+    props.balances.payoutsPending * (props.alloc.cash / 100);
 
   const liqItems = [
-    ["Donation", liqDonation],
-    ["Grant", -props.mov["liq-cash"]],
-    ["Investment", -props.mov["liq-lock"]],
-    ["Savings", props.mov["lock-liq"]],
-  ].filter(([, v]) => Math.abs(+v) > 0) as [string, number][];
+    ["0", "from Donation", liqDonation] as const,
+    ["1", "from Investment", props.mov["lock-liq"]] as const,
+    ["2", "to Investment", -props.mov["liq-lock"]] as const,
+    ["3", "to Grant", -props.mov["liq-cash"]] as const,
+  ]
+    .toSorted(([ka], [kb]) => ka.localeCompare(kb))
+    .filter(([, , v]) => Math.abs(+v) > 0)
+    .map(([, k, v]) => [k, v]);
 
   const lockItems = [
-    ["Donation", lockDonation],
-    ["Grant", -props.mov["lock-cash"]],
-    ["Savings", -props.mov["lock-liq"]],
-    ["Investment", props.mov["liq-lock"]],
-  ].filter(([, v]) => Math.abs(+v) > 0) as [string, number][];
+    ["0", "from Donation", lockDonation] as const,
+    ["1", "from Savings", props.mov["liq-lock"]] as const,
+    ["2", "to Savings", -props.mov["lock-liq"]] as const,
+    ["3", "to Grant", -props.mov["lock-cash"]] as const,
+  ]
+    .toSorted(([ka], [kb]) => ka.localeCompare(kb))
+    .filter(([, , v]) => Math.abs(+v) > 0)
+    .map(([, k, v]) => [k, v]);
+
+  const grantItems = [
+    ["0", "from Donations", grantDonation] as const,
+    ["1", "from Savings", props.mov["liq-cash"]] as const,
+    ["2", "from Investment", props.mov["lock-cash"]] as const,
+  ]
+    .toSorted(([ka], [kb]) => ka.localeCompare(kb))
+    .filter(([, , v]) => Math.abs(+v) > 0)
+    .map(([, k, v]) => [k, v]);
 
   //no changes
-  if (liqItems.length === 0 && lockItems.length === 0) return null;
+  if (
+    liqItems.length === 0 &&
+    lockItems.length === 0 &&
+    grantItems.length === 0
+  )
+    return null;
 
   return (
     <div className={`${classes} p-4 rounded border border-gray-l4`}>
       <h4 className="mb-6 flex items-center gap-2">
-        <span>Ending balances</span>
+        <span>Projected Month End Balances</span>
         <Tooltip
           tip={
             <Content className="bg-navy-d4 text-gray-l2 text-xs p-2 rounded">
@@ -48,15 +72,43 @@ export function Summary({ classes = "", ...props }: Props) {
         </Tooltip>
       </h4>
       <div className="grid grid-cols-[auto_auto_auto_1fr]">
+        <Balance
+          title="Grants"
+          balance={null}
+          changes={grantItems as [string, number][]}
+          classes="mb-4"
+          tooltip={(change) => {
+            if (change === 0) return null;
+            if (change >= MIN_PROCESSING_AMOUNT) return null;
+            return (
+              <Tooltip
+                tip={
+                  <Content className="max-w-xs text-sm bg-navy-d4 text-gray-l4 p-3 rounded-lg">
+                    Total Grant is less than minimum processing amount of $
+                    {MIN_PROCESSING_AMOUNT} and would be carried over to the
+                    next month.
+                    <Arrow />
+                  </Content>
+                }
+              >
+                <Icon
+                  type="Info"
+                  size={16}
+                  className="inline mr-auto text-amber"
+                />
+              </Tooltip>
+            );
+          }}
+        />
         <Balance
           title="Savings"
           balance={props.balances.liq ?? 0}
-          changes={liqItems}
+          changes={liqItems as [string, number][]}
         />
         <Balance
           title="Investments"
           balance={props.balances.sustainabilityFundBal}
-          changes={lockItems}
+          changes={lockItems as [string, number][]}
           classes="mt-6"
         />
       </div>
@@ -66,31 +118,37 @@ export function Summary({ classes = "", ...props }: Props) {
 
 interface IItem {
   title: string;
-  balance: number;
+  balance: number | null;
   changes: [string, number][];
   classes?: string;
+  tooltip?: (change: number) => ReactNode;
 }
 
 function Balance({ classes = "", ...props }: IItem) {
   const change = props.changes.reduce((sum, [, v]) => v + sum, 0);
+
+  const headerAmount = props.balance === null ? change : props.balance + change;
+  const changeAmount = props.balance === null ? null : change;
+
   return (
     <div
       className={`grid grid-cols-subgrid col-span-full gap-y-2 divide-y divide-gray-l4 ${classes}`}
     >
       <div className="grid grid-cols-subgrid items-center col-span-full">
         <p className="text-sm font-semibold mr-2">{props.title}</p>
-        <span className="font-heading mr-2">
-          $ {humanize(props.balance + change)}
-        </span>
-        {change ? (
+        <p className="mr-2 flex items-center gap-1">
+          <span className="font-heading">$ {humanize(headerAmount)}</span>
+          {props.tooltip?.(change)}
+        </p>
+        {changeAmount !== null ? (
           <p
             className={`${
-              change > 0 ? "text-green" : "text-red"
+              changeAmount > 0 ? "text-green" : "text-red"
             } flex items-center font-heading text-sm`}
           >
             &#40;
-            <Icon type={change < 0 ? "Dash" : "Plus"} size={14} />
-            <span> $ {humanize(Math.abs(change))} &#41;</span>
+            <Icon type={changeAmount < 0 ? "Dash" : "Plus"} size={14} />
+            <span> $ {humanize(Math.abs(changeAmount))} &#41;</span>
           </p>
         ) : (
           <div />