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Introduction |
This screen allows the retail user to modify the selected category. While modifying, user has to ensure that the category name should be unique. Remaining details like Budget details and rule details has to be mentioned by the user. |
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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 Details |
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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 Details |
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Frequency |
The frequency for the budgeting purpose. |
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Amount |
The amount for the budgeting purpose. |
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Effective From |
The effective date for budgeting purpose. |
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Threshold Amount |
The threshold amount percentage for budgeting purpose. |
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Rule Details |
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Priority |
The rule priority. |
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Keyword 1 |
Specifies the first keyword. |
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Keyword 2 |
Specifies the second keyword. |
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Keyword 3 |
Specifies the third keyword. |
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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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