Tracking Categories empower you to integrate carbon accounting into your everyday business operations, turning it into a routine practice rather than a once-a-year exercise.
With Tracking Categories, You Can…
- Customize Groupings and Sub-Categories: Track emissions by categories that matter most to your business—whether it’s by location, department, project, cost code, or other dimensions unique to you.
- Assign Transactions Easily: Tag transactions with these categories as you reconcile, creating more relevant, granular reporting.
- Gain Actionable Insights: Move towards monthly or quarterly reporting and provide stakeholders with timely, actionable insights that support proactive decision-making.
Key Steps
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Go to "Categories."
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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.
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When your assessment is complete, filter reports by tracking categories to extract insights that align with your business goals and make a real impact.
🎬 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.