💡 This feature is currently in beta. If you encounter any issues or have suggestions for improvement, please contact our Support team by emailing [email protected].
You can enable it in our Beta Features page under you account settings.
The Budget Planning feature helps you set spending limits and track costs across your creator programs, campaigns, and projects.
Getting Started
Navigate to the Reporting tab in your main navigation
Select Budget Planning from the menu
You'll land in the Budget tab
Creating Your First Budget
Step 1: Click the "Create New Budget" button in the Budget Planning section.
Step 2: Give your budget a clear, descriptive name that reflects its purpose.
Step 3: You can include additional context about the budget's purpose (optional)
Step 4: Enter the total amount you want to allocate for this budget.
Step 5: Click "Create Budget" to finalize. Your budget is now active and ready to use.
Creating Multiple Budgets
You can create as many budgets as needed for different:
Campaigns or product launches
Time periods (monthly, quarterly, annual)
Programs or teams
Product lines or business units
Editing Your Budgets
After creating a budget, you can:
Update the budget name if priorities or naming conventions change
Adjust the budget amount if your allocation increases or decreases
Pro Tip: Create separate budgets for different campaigns or time periods rather than one large budget. This gives you clearer visibility into spending by initiative and makes reporting more accurate.