Copy Category

Introduction

This screen allows the retail user to copy the system defined categories into their profile. Retail user cannot add the same category again if it is already copied by them previously. After successfully copying the categories into their profile, subsequently retail user can use these for transaction categorization and budgeting purpose. After selecting the categories to be added into the retail user�s profile user needs to click the Copy button in order to copy it into their profile.

Navigation

The following is the navigation for this option:

Click the Copy Category button in the Manage Category and Budgeting screen.

The Copy Category screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field	Description
Search Criteria
Category Name	From the drop-down list, select the category name. Note: The default value is All.
Category Head	From the drop-down list, select the category head. Note: The default value is All.

Click	To
Search	Search the category based on the above selected values. The result list is displayed in the same screen below.
Clear	Clear the specified values.

Field	Description
Categories List
Select	Select the option button to select the corresponding record.
Category Name	Displays the name of the category.
Category Head	Displays the category head, Income or Expense.
Priority	Specify the priority for the category, 1 being the highest priority.
Rule Keyword	Displays the rule keyword for the category.

Click	To
Page Go	Provide the list page number and click Go to fetch the corresponding list screen.
	Go to the previous list screen.
	Go to the next list screen.
Copy	Copy the selected categories to the user profile.
Back	Return back to the previous screen.