Edit Category

Introduction

This screen allows the retail user to modify the selected category. While modifying, the user has to ensure that the category name should be unique. The remaining details like Budget details and rule details have to be mentioned by the user.

Navigation

The following is the navigation for this option:

• Click the Edit button in the Manage Category and Budgeting screen.

• The Edit 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

Category Details

Note:

All the below fields in the screen can be modified by the user.

Category Name

The name of the category.

Category Head

The head of the category.

Valid Values:

Income

Expense

Available for Categorization

Specifies whether the category is available for categorization or not.

Budget Details

Frequency

The frequency for the budgeting purpose.

Amount

The amount for the budgeting purpose.

Effective From

The effective date for budgeting purpose.

Threshold Amount

The threshold amount percentage for budgeting purpose.

Rule Details

Priority

The rule priority.

Keyword 1

Specifies the first keyword.

Keyword 2

Specifies the second keyword.

Keyword 3

Specifies the third keyword.