Stack SpendDocs

Budgets & Alerts

Set monthly spend limits per provider, configure alert thresholds, and get notified before costs run over budget.

What budgets do

A budget is a monthly spend limit attached to a single provider. Once set, StackSpend tracks spend against that limit throughout the month and fires alerts when spend crosses the 50%, 80%, and 100% thresholds. It also runs a daily forecast to warn you if projected end-of-month spend is on track to exceed the limit — even before a threshold has been crossed.

Budgets are independent per provider. You can set different amounts, currencies, and configurations for each one.

Setting a budget

There are two places to configure a budget:

  • Providers page — click any provider, then edit the budget field directly on the provider detail panel.
  • Settings → Budgets & alerts — manage all provider budgets in one place alongside threshold and notification settings.

Each budget has the following fields:

AWS · Monthly budget

2,500
USD
Exclude tax
Active
Settings › Budgets & alerts
FieldDescription
AmountMonthly spend limit for this provider.
CurrencyCurrency for the budget amount. Spend is converted to this currency before comparison.
Exclude taxToggle on to compare budget against net spend only, excluding taxes and surcharges.
Active / inactiveInactive budgets are saved but do not trigger alerts. Useful for temporarily pausing a limit without deleting it.

Auto-budgets

If a provider has at least two weeks of spend history, StackSpend can automatically derive a suggested budget from the historical average monthly spend. This auto-budget is applied until you set a value manually — once you save a manual amount, the auto-budget is locked to that value and will not update automatically.

Note.Auto-budgets are a starting point, not a hard recommendation. Review and adjust them to reflect your team's actual targets.

Threshold levels

StackSpend checks spend against three thresholds at each sync. Each threshold maps to a status colour and alert severity. All three can be customised in Settings → Budgets & alerts.

ThresholdDefaultStatusMeaning
Watch50%Grey / informationalSpend has reached half the monthly limit. Worth monitoring.
Amber80%Amber / warningTrending high — on current trajectory, the limit will likely be reached before month end.
Red100%Red / exceededBudget has been exceeded. Immediate review recommended.

Forecast-based alerts

In addition to threshold checks, StackSpend runs a daily forecast for each provider with a budget. If the forecast projects that spend will exceed the budget by month end, the provider status turns amber or red — even if no threshold has been crossed yet.

Forecast alerts are listed separately from threshold alerts in the Inbox and Tasks so you can distinguish a current breach from a projected one.

Where alerts appear

Budget alerts surface across all the same channels as anomaly alerts:

LocationDetails
Inbox — For youAppears for the provider owner when a threshold or forecast alert fires.
Inbox — Needs attentionAppears for all workspace members when the provider has no assigned owner.
TasksListed under the Alert task type. Assignable, commentable, and closeable like any other task.
EmailSent to all configured daily report recipients.
SlackPosted to the connected Slack channel.

For details on routing, escalation, and notification settings see Alerts & Escalation.

Tip.Providers with no budget set appear as Budget tasks on the Tasks page and as Opportunities in the Inbox. Setting a budget on these providers will clear those items and enable threshold and forecast monitoring for them.

Savings estimate

When you resolve an over-budget alert, StackSpend records the value in the Inbox savings bar with two numbers:

  • Caught — the measured overspend that accrued while the alert was open (daily overspend × days the alert stayed open). A recorded fact, not an estimate.
  • Estimated savings — a projection of the spend you avoided by fixing it: daily overspend × the projection horizon. This is the headline number, and the horizon is configurable.

Configure the projection horizon

The horizon is how long StackSpend assumes an unresolved overrun would have continued. The default is 14 days — deliberately conservative. Raise it for a more optimistic estimate, or lower it to be stricter.

1

Open Settings → Budgets & Alerts

From the dashboard sidebar, choose Settings, then Budgets & Alerts.
2

Find the “Savings estimate” card

Scroll to the Savings estimate section.
3

Set the projection horizon

Enter the number of days (1–90) and click Save. New resolutions use the updated horizon; the measured “caught” figure is unaffected.
Savings estimate
When you resolve an over-budget alert, StackSpend estimates the spend you avoided. This sets how long an unresolved overrun is assumed to have continued.
14

Estimated savings = daily overspend × 14 days. Default 14. The measured “caught” overspend is unaffected.

Settings → Budgets & Alerts → Savings estimate
Budgets & Alerts — StackSpend Docs — StackSpend Docs