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Hi Arthur ,
Welcome to Atlassian Community !!
Directly from the Expenses page, you may add expenses to your project and see a breakdown of them by category. The Actual Expense Total is also displayed in the Overview, and on the Cost Tracker home page, you may check the total expenses for a project by hovering your cursor over its total Actual costs in the Project List.
One expense at a time may be added, as well as fixed repeating monthly costs for recurring costs like a monthly rental or a quarterly subscription. Recurring expenses are actualized on the day they are reported, just like one-time expenses are. The recurrent symbol precedes a recurring expense in the list.
Add project costs.
Add a one-time cost or ongoing monthly costs to your project.
Click the Expense tab at the top-right to add an expense.
Add Expense by clicking.
Give the expenditure a description and an amount.
By beginning to type in the field, choose a Category from the list. Simply type a new category name in this form to create one.
On your Jira site, categories are shared by all Cost Tracker users. To prevent duplications, make sure to check the list before creating a new category.
If you want to associate this expense with a Tempo account, select an account from the Account list. Start typing to see the available accounts.
Click the Date field to select a date for the expense from the calendar. The current date is shown by default.
To add a recurring expense:
Turn on the Recurring switch to display the recurrence options.
Enter the frequency for the monthly recurring expense in the Occurs Every field. For example, enter a value of 3 for a quarterly expense.The date you entered in the date field
above automatically sets the date each on which a recurring expense is actualized each month.
To select the corresponding day of the week instead, click the drop-down arrow.
Select an Ends date option. By default, the recurring expense will end one year after the original date set. You can click the date field to edit the date or select a date from the date-picker. You can also choose instead to specify the number of times the expense is posted.
Click Add Expense to add the new expense.
Hi @Arthur K !
One way to set monthly budgets is to use the Budget Milestones feature. Currently, there's not a way to set a recurring budget, but you can manually set the budget for each month using this feature.
Let me know if this helps and if you have any other questions.
Best,
Chris
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