Tracking categories let you tag transactions with meaningful business dimensions, such as location, department, or project. This helps make carbon accounting part of business as usual, enabling you to produce insightful, monthly or quarterly data for stakeholders and driving action, rather than only looking backward once a year.
Example: Create a category for office location to assign transactions like electricity bills to the Melbourne HQ, providing specific insights for localised action.
To create tracking categories
- Go to the Carbon Ledger tab of the Assessment you are working in
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Select "Categories" right side of the page
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Select "Create new tracking category" to set up a primary category group.
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Within each group, click "Add Option" to create sub-categories. You can delete if needed, or archive options that are no longer relevant, with the option to restore archived items when necessary.
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Once your categories are set, return to the Carbon Ledger and assign transactions to the relevant categories as you reconcile.
- Categories will also show as columns across the Accounting tab's activity data entry worksheets to assign activity data to the Categories as well.
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When your assessment is complete, filter reports in sumday by exporting and filtering tracking categories.
🎬 Watch this short clip to step through the process
- Jobs to be done: Tag your transactions to track emission by projects, business units, offices, locations etc.
- Summary: This video will show you how to create a tracking category and it’s sub categories, then how to reconcile transactions using tracking categories.