How can I add financial categories in the Balancing tab?

The Balancing tab in the Portfolio app is perfect for creating a financial overview. You can’t only add different categories and types, you can also compare multiple periods with each other. For this you can add financial categories as columns in the overview:

1. Click on Financial categories in the upper right corner.

2. Click Add financial category.

3. Select the desired financial categories by ticking them and then click Add financial category.

4. The selected category is then visible as a column in the overview and the desired values can be entered.