Passage 1 Without good budget management, you are likely to overspend on marketing accidentally. Here are three steps that help to make a good marketing budget. Step 1 : Organize financial information The first step is to be clear of your current financial situation. You need to know how much money your company makes monthly and the changes that might arise in the future. Although income flows change throughout the year, you must organize the information based on reliable revenue—the minimum amount of money your company makes each month.