Financials for Jira brings revenue and cost tracking directly into your Jira workflow, so your team can plan, record, and monitor project financials without leaving Jira. Create projects, define revenue and cost plans, log actuals, and get a clear financial picture - all in one place.
💰 Plan and Track Project Financials
Financials for Jira helps you compare planned and actual project performance in one place. Set financial expectations, record what happens, and use the results to make informed decisions throughout the project lifecycle.
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Record |
Use it to |
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Revenue plan |
Define the income you expect the project to generate. |
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Cost plan |
Set the costs you expect the project to incur. |
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Revenue actual |
Record income that has been realised. |
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Cost actual |
Record costs that have been incurred. |
Plans represent your budget and forecast. Actuals represent your accounting records. Comparing the two helps you identify variances early and keep financial performance on track.
📁 Structure Financial Data for Reporting
Use shared settings to keep entries consistent and make project data easier to filter and report on.
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Categories classify revenue and costs by type, such as Consulting, Licensing, or Infrastructure.
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Groups bring related entries together for reporting.
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Companies associate entries with a client, supplier, or other organisation.
Configure these reusable values in App Settings before teams start recording project financials.
⚙️ Configure Each Project
Project settings let you adapt Financials for Jira to the way each team works:
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Set project attributes to support your reporting requirements.
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Define the statuses available for the project’s financial entries.
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Control who can view, create, edit, or administer financial data for the project.
🔐 Apply Permissions at the Right Level
Access is managed through two complementary layers:
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Global permissions - a Jira administrator assigns the Financials Administrator role. Administrators can manage app settings and access all projects.
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Project permissions - a Financials Administrator grants users or groups access to specific projects and controls the actions they can perform.
Give finance administrators the access they need across the app while limiting project managers to the projects and actions relevant to their responsibilities.
📊 Monitor Financial Health at a Glance
The Overview Panel brings planned and actual revenue and costs together for a project. Use it to review the current financial position, spot variances, and keep stakeholders informed without opening individual entries.
📌 Preserve Plans with Baselines
Use the Baseline to save a snapshot of your project’s planned costs and revenue at a specific point in time. Create baselines before major changes, at milestones, or at the start of a reporting period, then compare them with other baselines, live plans, and actuals to understand how your financial position has evolved.
📋 Compare Results in the Summary Table
The Summary Table brings planned, actual, and variance figures together across totals and selected time periods. Its collapsible hierarchy and flexible filters help you analyse financial data by group, category, company, or work item, making it easier to review budgets, identify variances, and support clear financial reporting.
🔒 Built for Trust
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Runs on Atlassian Forge - no external servers or third-party data sharing.
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All data stays within your Atlassian environment - financial entries, project data, and configuration are stored exclusively in Forge-managed storage.
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Respects Jira permissions - users only see and act on the projects and entries they are authorised to access.