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INSTALLS
2
SUPPORT
- Partner Supported
TRUST SIGNALS
Key highlights of the appBring real financial portfolio management to Jira. Track budgets, CapEx/OpEx, and project costs in one place
How much are our Jira projects really costing us?
Financial Portfolio turns Jira into a lightweight PPM + Financial planning platform — without needing expensive enterprise tools.
Portfolio Budgets & Tracking
Create portfolios across multiple Jira projects and define: Budget amount, Currency, Date range, Included projects, teams. Track actual costs automatically as work happens in Jira.
Automatic Cost Calculation
Turn time tracking into real financial data. The app: Reads Jira worklogs, Applies hourly rates, Calculates real project costs daily. No spreadsheets. No manual work.
Supporting media
More details
The Problem
Most people:
- Export data to spreadsheets every month
- Manually calculate project costs
- Cannot split CapEx vs OpEx
- Have no real-time portfolio budget visibility
- Cannot answer auditors quickly
This results in:
- Manual reporting taking days every month
- Budget overruns discovered too late
- Poor portfolio prioritization
- Frustrated finance teams
The Solution
Create financial portfolios and instantly see:
- Budget vs Actual cost
- Real-time project burn rate
- CapEx vs OpEx breakdown
- Cost per issue and project
- Exportable financial reports
All powered directly by Jira worklogs.
Key Features
Portfolio Budgets & Tracking
Create portfolios across multiple projects/teams and define:
- Budget amount
- Currency
- Date range
Automatic Cost Calculation
Turn time tracking into real financial data.
CapEx vs OpEx Classification
Support accounting and audit requirements.
Classify work into:
- Capitalizable development (CapEx)
- Operational work (OpEx)
CSV Financial Reporting export
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 policySecurity program
This app is not part of the Marketplace Bug Bounty program.
Integration permissions
Yesan, Financial Portfolio integrates with your Atlassian app
Version information
Version 4.8.0•for Jira Cloud
- Release date
- May 17th 2026
- Summary
- Minor version update
- Details
Minor version update
- Payment model
- Paid via Atlassian
- License type
- Commercial