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Create and edit Budget Categories
Create and edit Budget Categories

How to create, delete or edit budget categories

Elena Sokolova avatar
Written by Elena Sokolova
Updated over 2 weeks ago

Managing your budget effectively often requires adding new categories or modifying existing ones. Filmustage offers intuitive tools to create, edit, or delete budget categories and subtotals with ease.

Create a new Budget Category

To add a new category to your budget:

  1. Navigate to the Budgeting tab in your project.

  2. Click the Create Category button at the top of the budgeting interface.

  3. Fill in the Details:

    • Code: Enter a unique identifier for the category (e.g., 11-00).

    • Name: Assign a descriptive title for the category (e.g., “Producers Unit” or “Art Direction”).

    • Category: Choose whether this is a category or a subtotal.

  4. Confirm your entries by clicking the Create button. Your new category will be added to the budget table.

Edit or delete Budget Categories

  1. Click the Actions Button next to the category.

  2. A menu with the following options will appear:

    • Expand a Category (Expand icon): Open the category and view or edit its details.

    • Add New Category (+): Add a new category under the selected one.

    • Add Subtotal (+): Create a new subtotal under the selected category.

    • Delete (Trash Icon): Remove the selected category or subtotal.

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