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
Navigate to the Budgeting tab in your project.
Click the Create Category button at the top of the budgeting interface.
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.
Click Create Category. The new category appears at the top of the budget table.
Note: In a 2-Level budget, the Create Category form also includes a Tag Type field. In a 3-Level budget, Tag Type is assigned at the account level instead.
Actions column
Each category row in the budget table has an Actions column with icons that are always visible on hover:
Pencil icon (✏️): Edit the category name or code inline.
Plus icon (➕): Opens a dropdown with two options — Create Category (add a new category below this one) or Create Subtotal (add a subtotal row below this one).
Trash icon (🗑️): Delete this category.
Import Tags icon (3-Level only): Sync tag types from the breakdown to all accounts inside this category. See Sync tag types to accounts below.
Delete one or more categories
You can delete one or more categories at once using the Delete Category button in the top toolbar.
Select the checkbox next to one or more categories you want to delete. The Delete Category button in the top toolbar becomes active.
Click Delete Category.
In the confirmation dialog, review the warning: "Are you sure you want to delete X category and all accounts and positions inside?"
Click Confirm Deletion.
Caution: Deleting a category also deletes all accounts and positions inside it. This action cannot be undone. You can check the "Don't ask again for this budget" checkbox to skip the confirmation dialog for future deletions in the same budget.
Sync tag types to accounts (3-Level only)
In a 3-Level budget, when a budget is first generated, tag types from the script breakdown are automatically imported into all accounts within each category. However, if you update tag types in the breakdown after the budget has been created, the budget does not sync automatically.
To manually sync the updated tag types to all accounts inside a category, click the Import Tags for All Accounts icon in the Actions column next to that category. The icon is only visible for categories that have a Tag Type assigned.
Note: This button is available in 3-Level budgets only, since the 2-Level structure does not have an accounts level.