Adding Expenses

You can add expenses to your project and view their breakdown by category directly from the Expenses view. The Actual Expense Total is also shown in the Overview, and when you hover over the total Actual costs for a project in the Project List on the Financial Manager home page, you can also see the project's total expenses.

You can add expenses one at a time and also add fixed recurring monthly expenses for regular expenses, such as a monthly rental or a quarterly subscription. As with a single expense, recurring expenses are actualized on the date the expense is recorded. A recurring expense is prefixed in the list with the recurring symbol.

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You can collapse the chart to gain more space on the page to display more rows in the Expense table. Click on the chevron at the bottom of the chart to toggle between expanding it or collapsing it. This setting persists when navigating away from this page.

Add Project Expenses

Add a single expense, or recurring monthly expenses, to your project.

1. Click the Expense tab in the upper right.

2. Click Add Expense.

3. Enter a Description for the expense and the Amount. You can enter up to 256 characters in the expense description.

4. Select a Category from the list by starting to type in the field. To create a new category, simply enter it in this field.

   Categories are shared among all Financial Manager users on your Jira site. Be sure to check the list before you create a new category to avoid duplicates.

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5. 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. See Tracking CAPEX/OPEX Accounts for more information.

6. Click the Date field to select a date for the expense from the calendar. The current date is shown by default.

Add a recurring expense:

1. Enable the Recurring switch to display the recurrence options.

2. Enter the frequency for the monthly recurring expense in the Occurs Every field. For example, enter a value of 3 for a quarterly expense.

3. The date you entered in the date field above automatically sets the date on which a recurring expense is actualized each month.

4. To select the corresponding day of the week instead, click the drop-down arrow.

5. 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.

6. Click Add Expense to add the new expense.

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