To create a new budget, click the New Budget button from the Budgets tab to access the Create a New Budget page. For more information about the Budgets tab, see Understanding the Budgets page.

Specify the following values, and click Continue.

  • Budget Name
    Enter a unique name of the budget.

  • Budget Amount
    Enter the amount of money in US Dollars budgeted for the account.

  • Budget Reset Cadence
    Click the drop-down list to select the time period when the budget is reset. For example, if the Reset Cadence for your $10,000 Advertising budget is monthly, then on the first of the next month the Remaining Budget returns to $10,000, regardless of the current monthly expenditures.

  • Color Label
    Click the drop-down list to select the assigned color for the budget, used for identification in graphs. The assigned color should not already be used by other budgets for your organization.

When you have created your budget, you are given the option to view the budget or return to the Budget Reporting page.

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