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How to Connect a Budget to a Campaign

Automatically track campaign spending by connecting a budget to your campaign—all briefs and payments will pull from the linked budget.

Written by Ana Lopez

Connecting a budget to a campaign (formerly called a project) automatically tracks all spend for briefs and payments within that campaign, giving you real-time visibility into how much of your budget is being used.

Connecting a Budget to Your Campaign


Step 1: Open Campaign Settings Click Campaign in the left navigation, open the campaign you want to connect a budget to, and click Settings in the top right corner.

Step 2: Go to the Budget Tab In campaign settings, select the Budget tab.

Step 3: Connect a Budget Click the Connect Budget button.

Step 4: Select Your Budget In the Connect Budget panel, open the Select a budget dropdown and choose from your existing budgets. For example, if you created a "February Product Launch" budget, you can select it here.

Step 5: Confirm Connection Click Connect Budget to confirm. All spending within this campaign—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 campaign are automatically tracked against the budget

  • Real-time updates: Your budget reflects campaign spending in real time

  • Spend visibility: You can see how much of the budget this campaign is consuming

Review Campaign Spend

At the top of the campaign's Budget tab, the spend summary shows this campaign's total spend across all connected budgets:

  • Amount Spent (includes pending and committed amounts)

  • Committed Payments

  • Completed Payments

  • Pending Payments

To see each budget's total and remaining amounts, go to Reporting > Budget.

View Budget Ledger

Click "View Budget Ledger" to access the detailed transaction history for all activity related to this campaign's budget.

Benefits of Campaign-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 campaign costs roll up to one budget

  • Multi-campaign budgets: One budget can be connected to multiple campaigns if needed

Pro Tip: Connect budgets to campaigns as soon as you create them 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 campaign.

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