Budgets
A budget compares the workspace's spend in a period with an amount you set. Open Budgets under Planning.
Before you start
- Creating, editing and deleting budgets needs the Owner or Editor team role in a workspace your team can edit. Every team role can view them.
- A budget measures the cost of the connections the workspace uses; see Manage connections.
Create a budget
- Select Create Budget.
- Enter a Budget Name and the amount.
- Choose the Period: Monthly, Quarterly or Yearly.
- Choose the Start Date and save.
A budget created in the product measures the whole workspace, in euros, with thresholds at 50, 80 and 100 percent. Through the Public API a budget can also measure one segment, use another supported currency, end on a date, and carry its own thresholds. See the API reference.
Follow a budget
Each budget card shows spend so far against the amount and a status:
| Status | Spend |
|---|---|
| On track | Below 80 percent |
| Warning | 80 percent or more |
| Exceeded | 100 percent or more |
Open a budget to see its current spend, its limit and the Spending Trend of past periods, each with what was spent and the percentage of the amount. The Overview page shows the same progress under Budget Progress.
When a threshold is crossed
Costfluent checks budgets every hour. When spend for the period reaches a threshold, it records the crossing and creates an in-product notification. On the Alerts page, each threshold is a row under Configured alerts of kind Budget threshold, and Last fired shows when it was crossed. Budget thresholds are not sent to notification channels.
How it behaves
- Spend not yet computed for the period shows "Spend not computed yet", never zero, and cannot cross a threshold.
- Cost billed in another currency with no usable exchange rate is not counted and is named on the card: "Not counted: … billed in other currencies without a usable rate."
- Each threshold fires once for the life of the budget. It does not fire again in a later period.
- Deleting a budget cannot be undone.