Mastering Financial Management: Expenses, Revenue, and Invoices in monday.com | 2024 Tutorial

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Комментарии
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Hey everyone, it's Tara! Do you find it complicated to understand and implement high-level and low-level structures on monday.com? If so, check out my course "Mastering High-Level Low-Level Boards in monday.com" on Udemy.

In less than an hour, you will:
• Understand how a high and low-level structure can help you better manage projects
• Learn how to set up this structure
• Identify ways to automate a high-level low-level structure to maximize efficiency
• See some concrete examples of how this structure can be used in different organizations

+ Get some FREE monday.com templates!

mastering-monday
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How do you get the formula colum to also show the (in your case) $ sign, but also sum it all up in the bottom?

RandySchipper
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hi!
do you use automations in this process?
i didnt manage to copy the actions that make this all automatic when adding new incomes or expenses

GastonWman
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Hey Tara! first of all great video! I integrated it into my workspaces right away. I was wondering if you have any idea of how to plan the budget. Like if we have planned future expenses and we want a way to know that we will have enough money to spend in that future time.. because the analytics board shows the already done incomes and expenses.Thank you!

איתיוייזר
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Very helpful! Thank you. I don't see a dashboard option for views. How did you get that?

donnarekitt