Budget Management

View and edit quarterly budget allocations per project and engine.

ProjectEngineQ1 2026Q2 2026Q3 2026Q4 2026
Trail TreadsGoogle$1,000,000$1,000,000$1,000,000$1,000,000
Trail TreadsBing$500,000$500,000$500,000$500,000
Hearth & CrumbGoogle$1,000,000$1,000,000$1,000,000$1,000,000
Hearth & CrumbBing$500,000$500,000$500,000$500,000
Verity DentalGoogle$750,000$750,000$750,000$750,000
Total$3,750,000$3,750,000$3,750,000$3,750,000

Guide

This Page

Budget Management

Set and manage budget allocations by quarter or month. Edit values, add new projects, and track revision history.

β€’Click 'Edit Budgets' to modify values inline
β€’Use 'Copy Q1 β†’' to apply one quarter's budget to all others
β€’Switch to Monthly mode in the top nav to set per-month budgets
β€’Add new projects with the 'Add Project' button

Getting Started

1
Connect Your Ad Accounts

Link Google Ads and Microsoft Ads. Campaign data syncs automatically on a schedule.

Accounts
2
Tag Your Campaigns

Assign campaigns to projects so their spend counts toward the right budget.

Settings β†’ Campaign Tags
3
Set Your Budgets

Enter quarterly or monthly media budgets per project and engine.

Budgets
4
Monitor Pacing

Dashboard shows real-time pacing, projected spend, and recommended daily adjustments.

Dashboard

Color Legend

On Pace (95–105%)
Spending at the ideal rate. No action needed.
Warning (80–95% or 105–115%)
Slightly off pace. Monitor closely and consider adjustments.
Critical (<80% or >115%)
Significantly off pace. Immediate budget or bid changes recommended.
Daily Budget Mismatch
Engine daily budget differs from recommended daily by >10%. Update in ad platform.
+$-$
Spend Change
Green = increase budget, Red = decrease budget to stay on pace.

Key Metrics

Pacing %
Actual spend vs expected. 100% = on pace.
Recommended Daily
Spend needed per day to finish on budget.
Daily Budget
Current budget set in the ad engine.
Spend Change
Daily budget adjustment vs current rate.
Impression Share
% of available impressions captured.
Projected Spend
Estimated total at current run rate.
Ask Albert
AI Budget Assistant