Category Enablement

Introduction

This screen allows the retail user to link or delink the categories to their profile. All the categories linked to their profile (both system and user created) are listed on the categories linked list. However, user can delink the categories which are not used. Once delinked, user cannot use it for transaction categorization and budgeting purpose. If user intends to use the categories which were delinked, then they have to link those categories back to profile for further usage.

Note:

The user created categories (using Add Category) are available in user profile by default, that is, as soon as a new category is created by the user, that category is available in their profile by default. If user intends to remove it, they can either Delete or De-link it. Delete is a permanent loss and hence user has to create a new category, if delinked, user can link it back to his profile and use it subsequently.

Navigation

The following is the navigation for this option:

Click the Go To Category Enablement button in the Manage Category and Budgeting screen.

The Category Enablement 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
Categories Linked/Not Linked
Select	Select the check box to select the records to link or delink.
Category Name	The name of the category.
Category Head	The head of the category. Valid Values: Income Expense

Click	To
< >	Link or delink the categories.
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.
Enable-Disable for Budgeting	Continue linking or delinking the categories.
Back	Return back to the previous screen.