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.

Set a Budget

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

Note: This GIF shows an earlier version of the app in action. New GIFs coming soon!

Adding a budget to Opteo means we can give you the most appropriate, tailored improvement tasks and alerts. It won't make any changes to you Google Ads account. 

You will now see a budget status for each account in your Account Centre, and receive budget alert emails or Slack messages when relevant.

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 spend.

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

Modifying Budgets

If you'd like to change the set budget for an account, find that account in your Account Centre and click on it. 

In the top right corner, click Settings. Under Account Budget, you can modify the budget amount. Click Update Account Budget when you're done. 

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