Anyone using Monday for budgeting? Tried to share the wonders of Monday w/ my team. They are determined to stick w/ Google Sheets. I, on the other hand, am determined to do practically everything in Monday. Might lose this battle though. #OldSchoolNewSchool
Any templates? Any tips on convincing colleagues to give it a shot?
Hi @GadgetGirl! While we don’t have any templates for budgeting, I’d love to help make a board for you! Can you tell me some more details about what you’re trying to budget? Is this for a single project, or more of a monthly department budget? Looking forward to your reply!
Hey @GadgetGirl, we’ll also touch on budgeting for projects in the advanced project management webinar which is happening tomorrow: https://monday.zoom.us/webinar/register/WN_L89l7uvRTHCWodg-jofOKw
Hi Julia,
in fact I would be most interested in this as well.
I started already by creating a table where I can enter all due payments and incomes and then summarize them in a calendar view in my dashboard.
However, I would like to create an entire cash-flow table.
Right now I am a bit confused with the “formula” column as it does not seem to work in the same way as in Numbers or Excel.
Any advice or video/webinar that you can offer?
Thanks!
C.
PS. We are using monday now since about a month and it is the first project management tool that works how I think. Thanks for that! 
Hey Wotan,
Sure thing! Here’s the link for the recording. If it doesn’t answer your needs then just let us know and we’ll be happy to help here.
Cheers 
Hi Julia,
A cashflow table would be awesome but it seems that the links no longer work, probably because of the months that have passed :). Is this webinar still available?
Kind regards,
Zain
Link provided is dead link. I’m also curious to watch the recording. Thanks!
Hey @Wotan, @Jaewoo, @BlueAvenue, and @GadgetGirl 
Could you try the following link? Let me know how it goes!
I’d also love to watch it 
Hello! I need help with creating a budgeting board too, and it would be for a monthly department budget. Can you assist me?
Thanks!
Tie
@Kacey-monday.com did you see my note above from April 21, 2021? I could still (desperately) use your help. Thanks!
Hi @asktiedavis 
Dani here stepping in for the team!
I’d be happy to help you with this!
I recommend starting out by checking this article: How Can I Manage My Budget with monday.com?
We also have a couple of templates you might like to try out!
Let me know what you think!
Best,
Dani