> For the complete documentation index, see [llms.txt](https://smartbooks.gitbook.io/smartbooks-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://smartbooks.gitbook.io/smartbooks-docs/welcome/quickstart/budgetting/adding-planning-categories.md).
# Adding Planning Categories
### Adding planning categories
When you sign up, Smartbooks automatically creates a **budget for the current year**. If you want to plan for a future year or create a **latest estimate** for the current year, you can add additional planning categories.
You can manage planning categories via **Settings → Planning Categories**.
### Step 1: Create a planning category
1. Go to **Settings → Planning Categories**
2. Click **Create from scratch** or **Create as a copy**
3. Choose whether the category is a **Budget** or a **Forecast**
Once created, the planning category is available in Smartbooks.
### Step 2: Make the planning category available for input
Planning categories must be added to the **Manual Input** selector before they can be used.
1. Open the **Manual Input** screen
2. Check the selector at the top of the page:
* If your new planning category is visible, you can start budgeting immediately
* If it is not visible, follow the steps below
### Adding a planning category to the selector
1. Click the **settings icon (⚙️)** in the top-right corner of the Manual Input screen
2. Review the **Displayed Rows and Categories** list
If your planning category is missing:
* Click the **➕ (plus)** icon to add it
If the category exists but the year is missing:
* Click the category
* Add a year manually:
* Enter a static year (for example, `2026`), or
* Use a dynamic expression (for example, `current + 1`)
* Press **Enter**
3. Click **Save Changes**
Your planning category and selected year will now appear in the selector and are ready for use.
