![]() ![]() Each team has small transactions that we’ll want to put in our bookkeeping tool, but we also want to provide our team with some visibility into this data. One team might buy an online course, and the other might invest in a consultant. Each team has $1,000 to spend on any training activity they want. ![]() There are instances where it’s important to be able to reference our financial data alongside our ClickUp tasks.įor example, maybe we have an envelope system in our business for team development. ![]() So why would we want to have this List Template? Reason #1 However, as we tell our members, ClickUp is not a bookkeeping software nor a spreadsheet.Īlthough we can do some basic income and expense tracking to organize finances, this is nowhere near the power we get if we use Microsoft Excel, Google Sheets, Airtable, Coda Use our Coda affiliate link!, etc. We receive a lot of requests to organize things related to money in ClickUp, so that’s why we created this template. Why would you track money, budget, or finances inside ClickUp? (Expense management, discretionary funds, or bill pay reminders.)Īfter reading all of this, we might still wonder, “Why would I need this?” ![]()
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