Spend Down project

[Robin_Visser]

Hello,

This may be out of the Asana wheel house but I have a year long project that begins in January and will need to track budget carefully. Any recommendations for a spend down sheet or budget tracking ideas?

[lpb]

@Robin_Visser,

Perhaps my Forum Leader Tip is one option to consider:

Quick Tip: Accounting in Asana

Track billing and payments easily in Asana with a numeric dollar amount custom field (requires any paid plan). You can also use this for loans and repayments. Use a positive number for the amount billed, a negative number for each payment, and see the current balance automatically at the foot of each section. See Customer 1 - Project 1 below for a simple example. Recurring (weekly, monthly) payments are a breeze by setting the Due date to repeat; marking complete will add the next recurrence be…

Also, a numeric custom field could be displayed in a project (or other) dashboard, or portfolio as a roll-up, as a couple of other options.

May I move this thread to a non-private category so hundreds of thousands of others can benefit?

Thanks,

Larry

[Robin_Visser]

Sure. I’ll look into that. Have you done any automation with Zapier and Asana?

[lpb]

Yes, Zapier, make.com, and flowsana.net are all options too, but usually easier to try to accomplish in a single app first, if possible.

[lpb]

I’ve moved this thread to Tips and Tricks for wider visibility.