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Create budgeting categories
Create budgeting categories

Learn how to add a budgeting category to your effect grid

Jonas Steeger avatar
Written by Jonas Steeger
Updated over a week ago

Falcon makes it possible for you to clusters your effects content. This is done in the Category column.

By default, Falcon allows you to assign your effects to the following three categories:

  1. P&L

  2. Balance Sheet/Cash.

  3. KPI.

You can also add additional or edit existing categories in the Budgeting section of the Administration:

  1. On the right side of the budgeting table, click the pencil icon of the budgeting you want to customize.

  2. You will now see all the budgeting effect lines in the upper part of the table. In the lower part you will find the effect categories. 

  3. Click the plus symbol above the list of categories.

  4. Create the required category in the new row.

If you want to learn how to add budgeting lines to your category please click here.

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