Financials for Jira is a Forge-based Jira Cloud app that helps teams record, track and manage project-related financial transactions - revenue, costs or both - directly inside Jira.
By combining planned and actual financial data in one place, the app gives project teams and administrators a clear view of a project's financial status without leaving Jira.
1.1 What it does
When you open Financials for Jira from the space sidebar, you can:
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Create a project, track its revenue and costs, and assess its financial performance.
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Define Revenue and Cost Plans to set expected financial targets for a project.
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Record Revenue and Cost Actuals to capture what was actually received or spent.
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Organize financial data using Categories, Groups, Companies, and Statuses.
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Support multiple currencies within a single project using exchange ratios.
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Schedule recurring plans using repeat options with Per Each or Total distribution methods.
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Link financial records to specific Jira issues to trace costs and revenue back to work items.
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View a financial summary for each project through the Overview Panel.
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Capture point-in-time snapshots with Baselines to preserve plan versions, compare changes over time, and understand how project expectations evolve.
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Control who can view, create, edit, or administer financial data using global and project-level permissions.
1.2 When to use it
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Project budget planning |
Set up Revenue and Cost Plans before a project begins to define financial targets and expected spend. |
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Cost tracking |
Record actual costs as they are incurred to monitor spending against the plan in real time. |
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Revenue monitoring |
Log revenue actuals to track income and compare it against planned targets. |
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Multi-currency projects |
Manage financial data across different currencies by defining exchange ratios per entry. |
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Financial reporting |
Use the Overview Panel to review a consolidated summary of planned vs. actual figures for any project. |
1.3 How it works
Financials for Jira runs inside Jira as an Atlassian Forge app. It uses Jira APIs to read project and issue data and stores all financial records - projects, plans, actuals, and configuration - within Atlassian's Forge-hosted storage. No data is sent to or processed by external servers.
Financials for Jira defines the scope of each financial project through the Scope field. You can select a Jira project, a saved filter, or custom JQL to determine which work items can be associated with the financial project. Jira project permissions and Financials for Jira permissions are managed separately.