Monthly Budget in Dashboard

How to set up the monthly budget in the Pro and MCC Dashboard

Monthly Budget

There are two ways to enter a monthly target budget:

  • Click the edit icon in the Dashboard table

  • Click on the budget you want to add/modify


Pacing Status

When an account is underspending, the budget will be highlighted with a line under the number.

When an account is overspending, the budget will be highlighted with a line above the number.


Budget Spent

This field will show the percentage of the total budget that has been spent until today, based on the date range you have selected.

We recommend using the date range 'This Month' to get the current spend for this month.


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