Manage your campaign budget

After setting up your campaign, it's important to keep track of your campaign's budget and spending. You can review itemized lists and amount totals for the campaign. By default, these values will be displayed in your selected campaign currency.

Understand campaign budget and spend metrics

The following metrics will also be available after adding individual budget and campaign spend items. You can also keep track of the Budget total and Spend total at the top of the campaign details page. 

• Budget total: the sum of all campaign budget items. 
• Spend total: the sum of all campaign spend items. 
• Remaining budget: the remaining budget value, calculated from the Budget total minus the Spend total.

Add new campaign budget or campaign spend items

1. In your HubSpot account, click More, then navigate to Marketing > Campaigns. If More doesn't appear in your account, navigate to Marketing > Campaigns directly.
2. Click on the campaign name.
3. At the top, click the Budget tab.
4. Click Create budget item or Create spend item. 
   
   

5. In the right panel, configure your item details: 
   • Name: enter your item name.
   • Description: enter a description for your item. 
   • Unit price: enter the unit price for your item. By default, this will be set in your campaign currency. 
6. After setting up your item, click Save or Save and add another. 
   
   

Manage existing campaign budget or campaign spend items

To review and manage your spend items:

1. In your HubSpot account, click More, then navigate to Marketing > Campaigns. If More doesn't appear in your account, navigate to Marketing > Campaigns directly.
2. Click on the campaign name.
3. At the top, click the Budget tab.
4. To rearrange your campaign spend or campaign budget items, in each section, click and drag the item to reorder the item. 
5. To edit an item's details, click Action, then select Edit.
6. To delete an item, click Action, then select Delete. 
   
   

Sync ads budget and spend data

If you've associated any ad campaigns with your campaign, any budget and spend data will automatically sync with your campaign. Do note the following:

• This sync can take up to 24 hours. If you've just associated an ad campaign and your ad spend and budget is not appearing, it is recommended to wait before checking again. 
• This sync will not apply if you've set a daily budget for your ad. The sync will only occur for ads with a Total (i.e., lifetime) budget. 
• When managing your campaign budget currency
  • If you use a different currency for your ad campaigns, your spending and budget will be automatically converted and shown using your campaign's currency.
  • If no currency has been set for your campaign, your ad spending and budget will be converted to use your account's default currency.

To review the synced ads spend and budget data for your campaigns:

1. In your HubSpot account, click More, then navigate to Marketing > Campaigns. If More doesn't appear in your account, navigate to Marketing > Campaigns directly.
2. Click the name of a campaign
3. At the top, click the Budget tab.
   • Any ad campaigns with synced budget data will appear as rows in the Campaign budget and Campaign spend tables.
   • The description column for these items will be set to Ad campaign.
   • To make any changes to these synced budget items, edit the ad campaign directly. These changes will automatically sync with the campaigns tool.