Create categories and apply SKR mapping

Individual categories | Create categories, assign transactions and apply SKR mapping

What is it about?

The video explains how to create new categories in Frienton, assign transactions to these categories, and map categories to the standard chart of accounts (SKR). It shows how you can set up individual structures for your financial controlling.

Key contents

1️⃣ Manage categories

• Categories can be created and managed under Settings > Categories or in the Planning section under Budgeting (click on the plus symbol next to an existing category in the the desired group)
• New categories can be created under an existing group (e.g. Online Marketing)
• Optional description and SKR account number (if known) can be added - if in doubt, ask your tax accountant for help
• Without SKR assignment, the number of the parent group is used

2️⃣ Assign transactions

• In the Multibanking section, transactions can be searched and filtered (e.g. by the search term Facebook)
• Multiple transactions can be selected and assigned to a new category
• Assignments are visible everywhere in Frienton: acsh flow statement, live P&L (BWA), and planning

3️⃣ Budgeting

• New categories also appear in the Planning tab and can abe created under Budgeting (click on the plus symbol next to an existing category in the the desired group)
• Budgets can be defined at category level (e.g. Facebook)

4️⃣ SKR Mapping & tax view

• Categories are assigned to the chosen chart of accounts (SKR03 or SKR04) in the live P&L
• Switching to Tax view shows the assigned SKR accounts (e.g. 6600 for Online Marketing)
• Categories can be hidden if necessary (under Settings) to reduce complexity

Summary

With Frienton, you can create individual categories, efficiently assign transactions to these categories, and consistently map all data to the standard chart of accounts (SKR) – for precise financial planning, bookkeeping, and controlling.

Updated on: 07/12/2025