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Set up Opteo's budget tracking tool
Set up Opteo's budget tracking tool

How to set monthly budget targets in Opteo, to unlock the pacing tool and budget alerts.

Shaquira Jeyasingh avatar
Written by Shaquira Jeyasingh
Updated over a week ago

Setting budgets for your accounts in Opteo will unlock additional features like budget alerts and budget visualisations. Here’s a quick overview of how it all works.
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Set a Budget

In your Account Centre, accounts with N/A by their names have no budget set. Click on the cogwheel to enter a budget, and click Update Settings when you're done. 

Note: Setting a budget in Opteo does not change your budget in Google Ads. It simply informs Opteo of your monthly target budget, so we can help you pace.

Budget Status in Account Centre

Once you've added a budget, the percentage next to the account's name in your Account Centre shows how much of that budget you're predicted to spend this month. 

The colour of the percentage indicates whether you will be significantly above or below target (red), slightly above or below target (orange), or on target (green).

If you're looking at a red or amber percentage, you might want to adjust the pace of your spending.

Note: Our algorithm gets stricter as the month progresses, as it becomes more difficult to remedy over- or under-spending with fewer days left.

Budget alerts

Opteo will send you email or Slack alerts when you hit your target budget, or if you are projected to over or underspend by the end of the month.

If you don't want to risk overspending, you should opt-in to the Pause Spend When Over Budget feature, so Opteo can automatically pause your campaigns when you hit your target budget.


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