Budget Management
View and edit quarterly budget allocations per project and engine.
| Project | Engine | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 |
|---|---|---|---|---|---|
| Trail Treads | $1,000,000 | $1,000,000 | $1,000,000 | $1,000,000 | |
| Trail Treads | Bing | $500,000 | $500,000 | $500,000 | $500,000 |
| Hearth & Crumb | $1,000,000 | $1,000,000 | $1,000,000 | $1,000,000 | |
| Hearth & Crumb | Bing | $500,000 | $500,000 | $500,000 | $500,000 |
| Verity Dental | $750,000 | $750,000 | $750,000 | $750,000 | |
| Total | $3,750,000 | $3,750,000 | $3,750,000 | $3,750,000 | |
Guide
This Page
Budget Management
Set and manage budget allocations by quarter or month. Edit values, add new projects, and track revision history.
β’Click 'Edit Budgets' to modify values inline
β’Use 'Copy Q1 β' to apply one quarter's budget to all others
β’Switch to Monthly mode in the top nav to set per-month budgets
β’Add new projects with the 'Add Project' button
Getting Started
1
Connect Your Ad Accounts
Link Google Ads and Microsoft Ads. Campaign data syncs automatically on a schedule.
Accounts
2
Tag Your Campaigns
Assign campaigns to projects so their spend counts toward the right budget.
Settings β Campaign Tags
3
Set Your Budgets
Enter quarterly or monthly media budgets per project and engine.
Budgets
4
Monitor Pacing
Dashboard shows real-time pacing, projected spend, and recommended daily adjustments.
Dashboard
Color Legend
On Pace (95β105%)
Spending at the ideal rate. No action needed.
Warning (80β95% or 105β115%)
Slightly off pace. Monitor closely and consider adjustments.
Critical (<80% or >115%)
Significantly off pace. Immediate budget or bid changes recommended.
Daily Budget Mismatch
Engine daily budget differs from recommended daily by >10%. Update in ad platform.
+$-$
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