💡 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.
Connecting a budget to a project automatically tracks all spend for briefs and payments within that project, giving you real-time visibility into how much of your budget is being used.
Connecting a Budget to Your Project
Step 1: Open Project Settings Navigate to the project where you want to connect a budget and open the project settings.
Step 2: Go to the Budget Tab In project settings, select the Budget tab.
Step 3: Connect a Budget Click the "Connect a Budget" button.
Step 4: Select Your Budget Choose from your existing budgets. For example, if you created a "February Product Launch" budget, you can select it from the dropdown.
Step 5: Confirm Connection Once selected, the budget is now connected to your project. All spending within this project—including creator briefs and payments—will automatically pull from this budget.
What Happens After Connection
Once a budget is connected:
Automatic tracking: Brief amounts and payments within the project are automatically tracked against the budget
Real-time updates: Your budget dashboard reflects project spending in real-time
Spend visibility: You can see how much of the budget this project is consuming
View Budget Dashboard
From the project's Budget tab, click "View Budget Dashboard" to see:
Total budget amount
Amount spent
Amount remaining
Breakdown of committed vs. completed payments
View Budget Ledger
Click "View Budget Ledger" to access the detailed transaction history for all activity related to this project's budget.
Benefits of Project-Budget Connection
No manual tracking: Spend is automatically captured as you work
Accurate forecasting: See remaining budget before committing to new briefs
Simplified reporting: All project costs roll up to one budget
Multi-project budgets: One budget can be connected to multiple projects if needed
Pro Tip: Connect budgets to projects at the start of a campaign to ensure all spending is tracked from day one. This prevents the need to retroactively categorize expenses and gives you accurate budget burn rates throughout the project lifecycle.