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What best practices should I use when creating and editing budgets?

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Here are a few tips to keep in mind when creating and editing budgets for managed accounts on Manager-Defined Spend (MDS):

  • Make sure that the accumulated monthly spend for the managed accounts that you have on MDS doesn't exceed your company's approved credit line with Google. Please contact us if you don't know your credit line.

  • You can create as many budgets as you like for each managed account. The duration of each budget is up to you - monthly, quarterly, yearly, etc. We recommend, however, that you are consistent throughout your accounts to make managing the end dates as easy as possible.

  • The start date of a new budget defaults to three days in the future. For instance, if you create a budget on 19 Feb., the start date would automatically populate as 22 Feb.. Make sure to adjust the start date if necessary.

  • Start dates for new budgets can't overlap with other budgets that may already be set up for the managed account. This is particularly important for accounts that are currently on credit terms with monthly budgets.

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