The Create Budget feature enables Admin users to set up a new budget with ownership, allocation, and key parameters.

To create a Budget, do the following:

1. Click Create Budget at the top left of the Budget Page.
   
   

2. In the Create Budget window, enter or configure:

   • Budget Name (Required) – Enter a descriptive name for the budget.

   • Owner (Required) – Select an Admin user to be responsible for managing this budget.

   • Budget Amount (USD) – Specify the total allocated funds.

   • Timeframe Type (Required) – Select Monthly or Quarterly.
     Note: This field cannot be edited once the budget is created.

   • Fiscal Year Start Date (Required) – Define when the fiscal year begins.

   • Forecast Column (Optional) – Toggle to display forecasted spend in budget views. To learn more about Forecast, click here.

   • Custom Available Budget Calculation – Determine how the available budget is calculated across campaigns, expense groups, and detail views. To learn more about Custom Available Budget, click here.

3. Review all details and click Save & Close.

   Note:

   Changing the Available Budget Calculation affects values shown in other parts of the system. Review impacted areas before saving.