Budgets

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.

Creating a Budget

Go to Budgets → New Budget:

Field	Description
Name	A descriptive label
Amount	The spend limit in USD
Period	`monthly`
Account	A specific connected account, or `multi-account` for all accounts
Warning threshold	Percentage triggering a warning alert (default 80%)
Critical threshold	Percentage triggering a critical alert (default 95%)

Alert Thresholds

State	Default trigger	Webhook event
Warning	80% of budget	`budget.warning`
Critical	95% of budget	`budget.critical`
Exceeded	100% of budget	`budget.exceeded`

Thresholds are configurable per budget. See Webhooks to receive alerts in Slack, Teams, or Discord.

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.

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.

Adding tag filters

When creating a budget, add one or more tag filter rules:

Field	Description
Key	The tag key (e.g. `team`, `env`, `project`)
Operator	`=` for exact match, `in` for multiple values
Value	The 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.

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.

Editing and Deleting

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

Getting Started

Cloud Providers

Features

API Reference

Account

Overview

Creating a Budget

Alert Thresholds

Budget Risk (Value at Risk)

Tag-Scoped Budgets

Adding tag filters

How tag-scoped spend is calculated

Editing and Deleting

​Overview

​Creating a Budget

​Alert Thresholds

​Budget Risk (Value at Risk)

​Tag-Scoped Budgets

​Adding tag filters

​How tag-scoped spend is calculated

​Editing and Deleting

Overview

Creating a Budget

Alert Thresholds

Budget Risk (Value at Risk)

Tag-Scoped Budgets

Adding tag filters

How tag-scoped spend is calculated

Editing and Deleting