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Project Financials

works with Jira Cloud

OVERALL RATINGS

INSTALLS

1

SUPPORT

  • Partner Supported

TRUST SIGNALS

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Key highlights of the appTrack project budgets, vendor costs, and financial variance directly in Jira

Budget Variance at a Glance

View total estimates vs actuals with variance breakdowns by vendor and category. Instantly see where your project is over or under budget.

Track Estimates and Actuals

Add cost entries with date, category, vendor, and amount. Every entry is attributed to the user who created it for full audit visibility.

Link Any Jira Issue as a Tracked Project

Search your Jira instance and track any issue as a financial initiative. Manage all your tracked projects from one central dashboard.

More details

Project Financials brings portfolio-level cost management into Jira. Link any Jira issue as a tracked initiative, then build out estimates and actuals with full categorization across 12 built-in cost categories including labor, software licensing, cloud hosting, and more.

Key capabilities:

  • Track estimated vs actual costs per initiative with real-time variance analysis
  • Manage a global vendor directory with contact details and activation controls
  • View financial summaries broken down by category and vendor
  • Filter cost data by month or view all-time totals
  • Search actuals by invoice number for quick reconciliation
  • Export all cost data to CSV for external reporting
  • Vendor rename propagation keeps all historical records consistent
  • Built on Forge with native Jira integration — no external servers or data transfer

Resources

  • App documentation

    Comprehensive set of documentation from the partner on how this app works

Privacy and Security

Privacy policy

Atlassian's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner.

Partner privacy policy

Security program

This app is not part of the Marketplace Bug Bounty program.

Integration permissions

Project Financials integrates with your Atlassian app

Version information

Version 2.1.0for Jira Cloud

Release date
Mar 17th 2026
Summary
Initial release of Project Financials for Jira
Details

Project Financials v1.0 — Track project budgets directly in Jira.

Features:

  • Link any Jira issue as a tracked financial initiative
  • Add estimates and actuals with date, category, vendor, and amount
  • View budget summary with variance analysis by vendor and category
  • Filter financial data by month or view all-time totals
  • Manage a global vendor directory with contact details and activation controls
  • Search actuals by invoice number
  • Export all cost data to CSV
  • Vendor rename propagation across all historical cost entries
  • Full audit trail showing who created or updated each entry
  • 12 built-in cost categories covering labor, software, cloud, travel, and more
  • Built natively on Atlassian Forge — all data stays within your Jira instance
Payment model
Paid via Atlassian
License type
Commercial

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