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Define Budget Category in SAP

Updated Dec 09, 2022

This SAP IM (Investment Management) tutorial, explains the step-by-step procedure to define the Budget Category in the SAP system with the proper screenshots.

What are Budget Categories in SAP?

Budget Categories in SAP IM is the classification of a budget with regard to the planning of a maintenance task, for example, planned budget and unplanned budget categories.

How to Define Budget Category in SAP?

Please follow the steps below to define the budget category in your SAP system:

Enter t-code SPRO in the SAP Command Field and then press Enter button to Execute.


Now on Customizing: Execute Project screen click the SAP Reference IMG button to proceed.

Reference IMG

Next, navigate to the following SAP IMG path:

SPRO > SAP Reference IMG > Investment Management > Investment Programs > Budgeting in Program > Budget Categories > Define Budget Categories

IMG path

Next on the Change View "Budget categories per program type": Overview screen, you will see the previously defined budget category on your SAP system.

Previous List

Next, click the New Entries button to define a new Budget Category in your SAP system.

New Enteries

Now, provide the following details for the new budget categories as shown in the image below:


Once all the details are entered click the Save button to save the details of the new budget category.


Next, select your Customization Request id and press Enter to proceed.


A message Data was saved will be displayed on the bottom of your screen.

Data was saved

You have successfully created a new Budget Category in your SAP system.

Bdgt Cat