We've chosen to base our chart on the Tags Column, showing us the type of expense associated with each item on our board. Once we've added the Chart Views to our board, we can customize the type of chart it is and which columns it is based on. To display all of these important stats, we can create charts using the Chart View! We're always interested in seeing what the biggest expenses for our events are every month.
MONTHLY BUDGET PLANNING TOOLS HOW TO
Take a look at this article to learn more about Conditional Coloring and how to set it up. We want to highlight any item that we've gone over budget with, so we've chosen to conditionally color every "Over Budget" label in our Formula Column in red! Use Conditional Coloring to automatically highlight any important information that you want to draw attention to. From basic calculations to complex formulas, the Formula Column will do all the heavy lifting for you, and leave you with what you need to know to stay on track.įor more use cases about our formula column, check out this article. To make our workflow even easier, we'll add a few Formula Columns to help us quickly interpret our numbers. With our two Numbers Columns, we can track our intended budget as well as our actual expenses and spending. This will give us the total budget per project at the very bottom of the column.īut what about the amount of money we've actually spent on each task? To track this, we can add another Numbers Column where we can input all of the money actually spent. We can even add a Column Summary to show the sum of all of the costs in each group. Now that we have our tasks and projects plotted into our board, we can begin adding our expenses! Let's add a Numbers Column to our board, and fill it in with the total budget, as well as the budget per item.
MONTHLY BUDGET PLANNING TOOLS UPDATE
We'll use a People Column to assign the person responsible for each task, and a Status Column to update where we stand on each task, and a Date Column to set deadlines. Once we have our items plotted into our board, we'll add a few columns to help us define details about the tasks. Next, we'll add our items, which will each represent a task that must be done to prepare for the event.
Let's set up a board where we can track all of the expenses associated with one of our projects.įirst, we'll create a group for each project, or in this case, each upcoming event to be planned. To help you get better control, we're going to show you all our best tips and tricks for tracking and monitoring your budget with ! 💸
The tricky part comes with tracking spending and expenses as your project progresses. Setting a budget is a crucial part of the project planning process.
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