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How to add a Custom Currency field

Create a Currency field, set min/max rules, and save values with automatic dollar formatting and two decimals.

 

  1. 🔢 Select field type → Number

  2. 🔽 In Number format dropdown → choose Currency

  3. ⚙️ Set Minimum value → 1

  4. ⚙️ Set Maximum value → 5000

  5. 🔢 Decimal places option available but overridden by Currency format

  6. ➕ Add the Currency field

  7. 📄 Open Project page → scroll to Project custom fields → find Currency field

  8. ✏️ Type number into the field

  9. 💾 Click Save

  10. 🔒 Currency = always saved with $ and 2 decimal places

  11. 🔢 Extra decimals automatically rounded (e.g., 10.456 → 10.46)

  12. 0️⃣ If fewer decimals entered, fills to 2 (e.g., 10 → 10.00)

  13. 🧾 Large numbers formatted with commas (e.g., 5000 → $5,000.00)