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You can enable it in our Beta Features page under you account settings.
The Budget Ledger is your complete audit trail for all budget activity. It tracks every action that affects your budget, from initial creation through final payments.
What the Ledger Tracks
The ledger automatically records:
Budget creation: When budgets are established
Budget pulls: When funds are allocated from the budget
Commitments: When you commit funds to specific creators or deliverables
Payments: When payments are processed
Key Metrics in the Ledger
Amount Spent Shows total spend including both pending and committed amounts. This is your "funds in motion" number.
Committed Payments Funds that have been committed to creators but not yet paid out.
Completed Payments Payments that have been fully processed and paid.
Processing Payments Payments currently being processed through the payment system.
Filtering the Ledger
Filter by Status | Track specific types of budget activities
Filter by Status | Track specific types of budget activities
Budget Created: Initial budget setup
Budget Adjusted: Changes to the total budget amount
Committed: Funds committed to a brief
Commitment Adjusted: Changes to an existing commitment
Commitment Released: Committed funds returned to available budget
Commitment Fulfilled: Commitment completed and paid
Payment Pending: Payments awaiting processing
Payment Complete: Payment received
Payment Processing: Payment has been initiated and is being processed
Payment Cancelled: Payment has been canceled
Payment Failed: Payment failed to be sent to the creator
Filter by Type | See where budget activity is coming from
Filter by Type | See where budget activity is coming from
Brief: Spend associated with creator briefs
Sales Tracking: Activity linked to sales or affiliate tracking
Projects: Spend within specific projects
Direct: Payments made directly to a creator outside of a project
Budget: Changes or updates to the budget itself
Filter by Transaction Type | Monitor the ins & outs
Filter by Transaction Type | Monitor the ins & outs
Credit: Money added to the budget
Debit: Money pulled from the budget
Filter by Projects | See activity for specific creator programs.
Filter by Member | Track spending for individual creators.
Filter by Budget | When viewing multiple budgets, filter to see activity for just one.
Why the Ledger Matters
The Budget Ledger gives you:
Complete transparency into how funds are being used
Audit trail for financial reporting
Ability to troubleshoot discrepancies
Historical record of all budget changes
Pro Tip: Export your Budget Ledger regularly for month-end reconciliation or when preparing financial reports. The detailed transaction history makes it easy to explain spending to finance teams or stakeholders.