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Overview

Budgets let you define a spend ceiling for a cloud account (or across all accounts) and receive alerts when spend crosses warning or critical thresholds. Cost Optix tracks actual spend throughout the month and projects end-of-period spend using historical patterns.

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Creating a Budget

Go to Budgets → New Budget:
FieldDescription
NameA descriptive label
AmountThe spend limit in USD
Periodmonthly
AccountA specific connected account, or multi-account for all accounts
Warning thresholdPercentage triggering a warning alert (default 80%)
Critical thresholdPercentage triggering a critical alert (default 95%)

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Alert Thresholds

StateDefault triggerWebhook event
Warning80% of budgetbudget.warning
Critical95% of budgetbudget.critical
Exceeded100% of budgetbudget.exceeded
Thresholds are configurable per budget. See Webhooks to receive alerts in Slack, Teams, or Discord.

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Budget Risk (Value at Risk)

Alongside current spend, each budget card shows a Predicted value — a statistically derived estimate of worst-case end-of-period spend. This is calculated from up to 11 months of historical data for that account. When historical data is limited, it falls back to linear extrapolation.

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Tag-Scoped Budgets

Tag-scoped budgets are available on Professional and above.
A tag-scoped budget tracks spend only for resources matching a specific tag key/value combination, rather than an entire account. Useful for tracking spend by team, environment, or project.

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Adding tag filters

When creating a budget, add one or more tag filter rules:
FieldDescription
KeyThe tag key (e.g. team, env, project)
Operator= for exact match, in for multiple values
ValueThe tag value, or comma-separated list for in
Examples: 
team = payments
env in [production, staging]
project = checkout-v2
Multiple filters on a single budget are AND-ed — spend must match all filters to be counted.

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How tag-scoped spend is calculated

Cost Optix resolves tag-scoped spend from the same data source as the Tag Explorer:
  • Azure — Consumption Tags API + Usage Details API
  • AWS — tag cost aggregates (synced from Cost Explorer)
  • GCP — BigQuery UNNEST query over the billing export dataset
For multi-account budgets with tag filters, Cost Optix sums the matching tag-scoped spend across every active account.

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Editing and Deleting

Open a budget and click Edit to update any field. Changes take effect immediately. Deleting a budget is permanent.