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Introduction |
This screen allows the retail user to delete the categories from his profile. Henceforth, user will not be able to use these deleted categories for transaction categorization and budgeting purposes. User can delete single or multiple records at a time. If the user has to use the deleted category, then again the user has to copy it using Copy Category option. The transactions that were categorized under the deleted categories would be marked as Uncategorized. Retail user has to specify the authentication details appropriately to delete the listed records. |
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Navigation |
The following is the navigation for this option:
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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: |
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Field |
Description |
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Category Delete List |
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Category Name |
The name of the category. |
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Category Head |
The head of the category. Valid Values: Income Expense |
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Available for Categorization |
Specifies whether the category is available for categorization or not. |
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Budget Frequency |
The frequency for the budgeting purpose. |
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Budget Amount |
The amount for the budgeting purpose. |
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Priority |
The category priority. |
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Keywords |
The keywords for the category. |
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Additional Details |
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Remarks |
Specify the remarks to delete, if any. |
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Confirmation Details |
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User ID |
Specify the e-Banking user ID. The transaction authentication could be anyone among transaction password, secure ID, device based mobi token and SMS based mobi token. For SMS based mobi token, retail user has to click on Generate token to receive the same on their mobile as SMS which in turn can be used for authentication. |
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