MarkBudget

MarkBudget is a dedicated marketing budget management platform built for marketing teams, CMOs, and agencies who need real-time visibility into their spend - without the chaos of spreadsheets or the price tag of enterprise tools. Most marketing teams manage their budgets in Excel or Google Sheets that quickly spiral into unmanageable monsters: version conflicts, broken formulas, and no single source of truth. Enterprise alternatives like Allocadia and Uptempo exist, but they're complex to implement, expensive to maintain, and built for finance teams - not marketers. MarkBudget is the focused middle ground: purpose-built for marketing spend, priced for real teams, and usable from day one. **How it works** You start by building a budget hierarchy that mirrors how your marketing is actually organized - by brand, region, campaign, channel, sub-channel, or line item. MarkBudget supports up to four levels of nesting, and you decide the depth. Once your structure is in place, you plan budget amounts at whichever level and timeframe suits your workflow: monthly, quarterly, or annual. The calculation engine automatically rolls up totals across the entire hierarchy - no formulas to write, no totals to maintain. And when strategy changes mid-year, you can manually override any rollup total to set a top-down target at any level, while the bottom-up detail beneath it stays fully intact. As campaigns run, you log committed spend (signed contracts and POs) and actual spend (paid invoices) against each line in your hierarchy. The platform tracks both separately - so you always know not just what you've spent, but what you've obligated. Real-time alerts surface any line item where committed plus actual spending is approaching or exceeding budget, before it becomes a finance conversation. **What you get** • Hierarchical budget planning with up to 4 levels - brand, category, subcategory, line item • Monthly, quarterly, and yearly budget management with automatic rollups • Manual override on any rollup - mix top-down targets and bottom-up sums freely across the same grid • Committed vs. actuals tracking at the vendor level, with linked commitment-to-invoice workflow • Executive dashboard with KPI cards, burn rate projection, monthly bar charts, and cumulative trajectory • Multi-currency transaction support with live FX rates (USD, EUR, GBP, TRY, JPY, and more) • Secure budget sharing - generate read-only, password-protected, expiring links for stakeholders • Team collaboration with in-grid comments, @mentions, and cell-level references • Role-based access with brand-level edit restrictions per team member • Excel import for bulk hierarchy setup and budget uploads; WYSIWYG export • Inline math expressions in budget cells (e.g. type 500*12 and it saves 6,000) MarkBudget is used by marketing managers, CMOs, and growth teams who want the control of a real budgeting tool without the implementation cost or learning curve of enterprise software. Available in two plans - up to 7 members or up to 15 members - making it the right fit for lean marketing teams and growing departments alike. Sign up free - no credit card required - and start your first budget in under 5 minutes.