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Can I track how much money is being collected vs what's missing

Alex
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January 25, 2024

I see I can input the cost of a project.

Can I track how much money is being collected so I can know how much money is missing from the Total Amount of each project.

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Mary from Planyway
Atlassian Partner
January 25, 2024

Hi @Beyond Complete Restoration 


It's Mary from Planyway

 

Trello, primarily a project management tool, offers a variety of features for tracking different aspects of projects. However, its capabilities for tracking specific financial metrics like project costs and revenue collection are somewhat limited in its basic form. To achieve detailed financial tracking like the one you're describing, you might need to use Trello's Power-Ups or integrate it with other tools. Here's how you can approach this:

  1. Custom Fields Power-Up: Trello's Custom Fields Power-Up allows you to add additional data fields to your cards. You could create fields for 'Cost of Project', 'Amount Collected', and 'Amount Remaining'. This way, you can manually enter and update these financial details for each project.

  2. Integration with Financial Tools: For more sophisticated financial tracking, consider integrating Trello with external financial management tools. There are several third-party applications and Power-Ups like Harvest, Clockify, or even spreadsheets (like Google Sheets or Excel) that can be linked with Trello. These integrations can help you track financial metrics more accurately and automatically.

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