Getting Started with AdBudgetBuddy
A complete guide to setting up your account and creating your first budget.
Welcome to AdBudgetBuddy! This guide will walk you through setting up your account and creating your first budget in just a few minutes.
Step 1: Create Your Account
Sign up for AdBudgetBuddy using your email address or sign in with Google. After verifying your email, you'll be taken to your dashboard.
Step 2: Set Up Your Organization
Organizations help you separate different clients or business units. Click 'Create Organization' and enter your organization name. You can invite team members later.
Pro tip: If you're an agency, create one organization per client for better data isolation.
Step 3: Add Your First Advertiser
Advertisers represent the accounts you're managing budgets for. Navigate to Advertisers > Add Advertiser and fill in the details:
Advertiser setup fields:
- Name: The advertiser or client name
- Monthly Budget: Total monthly ad spend limit
- Time Zone: For accurate pacing calculations
- Notes: Any additional context (optional)
Step 4: Configure Channels
Channels are the advertising platforms you'll track. Add channels like Google Ads, Meta (Facebook/Instagram), TikTok, and more. Each channel can have its own budget allocation.
Step 5: Create Your Budget
With your advertiser and channels set up, create your first budget. Go to Budgets > New Budget and select your advertiser, month, and allocate spend across channels.
AdBudgetBuddy automatically distributes your monthly budget across days based on your selected pattern (even or weekday-weighted).
Next Steps
You're all set! Here's what you can do next:
Recommended next steps:
- Connect your ad platforms for automatic spend tracking
- Set up pacing alerts to catch overspending early
- Invite team members to collaborate
- Explore the dashboard for budget vs. actual insights