Track spending and allocations

Monitor how your team’s spend aligns with budget.

Link issues to budget

Issues can be tagged with cost categories (optional):

1. Create an issue
2. In the detail panel, set:
   • Budget area — Which budget this work belongs to
   • Estimated cost (optional) — How much this issue will cost
3. Click Save

View spending by team

1. Go to Budget & Finance
2. Click a team budget
3. See:
   • Budget amount — The cap
   • Allocated — Money committed to active work
   • Spent — Actual costs incurred
   • Remaining — Budget – allocated – spent

Track by area

Click a team budget to see its areas:

• Backend API area: $80k budget, $65k spent, $15k remaining
• Frontend area: $70k budget, $52k spent, $18k remaining

Track by person

Click an area to see its members:

• Alice: $30k budget, $22k spent, $8k remaining
• Bob: $40k budget, $38k spent, $2k remaining

Update actual spending

1. In Budget & Finance, click an area or person
2. Click + Add spending or Log expense
3. Enter:
   • Amount — How much was spent
   • Category — What it was spent on
   • Date — When it was spent
   • Notes — Details
4. Click Save

Bulk update spending

If you have many expenses:

1. Export a CSV template from Budget & Finance
2. Fill in amounts and categories
3. Upload the CSV
4. Spending updates automatically

See allocated vs. spent

• Allocated — Issues estimated at $X for this budget
• Spent — Actual expenses logged for this budget

Allocated is useful for forward-looking planning. Spent is for tracking actual costs.