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Budget Tab - Overview

Budget Profiles let you organize your account balance into sub-budgets for specific campaigns or templates. This helps you track spending and manage funds more effectively.

How to Use Budget Profiles to Manage Your Account Budget

Activating budget approvals is the best practice for companies to ensure that all funds loading are tracked and approved.

Activating Budget Approvals

Budget

Load Funds - Request an Invoice For a Wire Transfer

Load Funds - ACH Transfer

Load Funds - Credit Card

Never run out of funds again with the auto-load funding feature!

Auto Load Funds and Budget Alerts

Loading Funds - Overview

Loading Funds Methods

Export the Budget Management Report

Below the video you will find step by step instructions on how to set up budget alerts on your account.

Set Up Budget Alerts

Budget Reports

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