Preview Confirmation Details

Introduction

This screen allows the retail user to continue in adding a new category. This screen displays the details of the new category added by the retail user in the previous screen along with authentication details. The retail user selects and provides the authentication details to add the new category that has been created.

Navigation

The following is the navigation for this option:

• Click the Continue button in the Add Category screen.

• The Preview Confirmation Details 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

Category Name

Specify the unique name for the category.

Category Head

From the drop-down list, select the category head.

Valid Values:

Income

Expense

Available for Categorization

Select the value to make the category available for categorization. If not enabled, then this category will not be available for retail user for categorizing the transaction. By default, it will be selected.

Budget Details

Frequency

From the drop-down list, select the frequency.

Valid Values:

Monthly

Quarterly

Yearly

Amount

Specify the budget amount for the above set frequency. If the frequency is set, then amount is mandatory and also vice versa.

Effective From

From the drop-down list, select the effective date. This date will be used for calculating the budgeting details.

If the frequency is set as ‘monthly’ and if the current date is 25th June 2011, then system will automatically set the effective date as June 2011. However, retail user can change and set the future date as the effective date.

Threshold Amount

Specify the threshold amount in percentage for budgeting purpose. If the retail user’s consumption percentage reaches the percentage specified here, then an alert can be sent to the retail user.

Rule Details

Priority

Specify the priority of the category.

Keyword 1

Specify the first keyword.

Keyword 2

Specify the second keyword.

Keyword 3

Specify the third keyword.

Confirmation Details

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 the Generate token to receive the same on their mobile as SMS which in turn can be used for authentication.