My Cash Transactions

Introduction

The retail user can also manage the transactions that were done outside the system, that is, the transactions done outside the scope of Finacle e-Banking, like branch transaction, ATM transaction and so on. Manage cash transaction allows the retail user to manage those types of transaction within e-Banking application. Retail user can add a new cash transaction, edit the cash transaction and even delete the cash transaction.

This screen allows the retail user to search the cash transactions based on the following search criteria:

transaction date period
amount range
currency
category
remarks

Note:

If there are no cash transactions added by the user, then by default there would be no list shown to the user.

Navigation

The following is the navigation for this option:

Click the Manage Cash Transactions link under Personal Financial Management in Retail User screen.

The My Cash Transactions 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
Search Criteria
Transaction date From (dd/mm/yyyy)	Select or specify the starting range for transaction date.
Transaction date To (dd/mm/yyyy)	Select or specify the end range for transaction date.
Total Amount From	Specify the starting amount range.
Total Amount To	Specify the end amount range.
Transaction Currency	From the drop-down list, select the transaction currency.
Category	From the drop-down list, select the category.
Transaction Remarks	Specify the transaction remarks.

Click	To
Search	Search the categories based on the search criteria. The result list is displayed on the same screen below.
Clear	Clear the specified values.
Add A Cash Transaction	Add a new cash transaction.

Field	Description
Cash Transactions List
Select	Select the option button to select the record.
Transaction Date	The date on which the transaction was initiated.
Transaction Category	The transaction category.
Transaction Remarks	The remarks specified by the retail user during transaction initiation.
Amount Type	Specifies whether the transaction is debit (Dr) or credit (Cr) type.
Transaction Currency	The currency of the transaction.

Click	To
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.
Edit	Edit the selected transaction.
Delete	Delete the selected transactions.
Download Details As	Download the above details. Select the following format and click the OK button to download: HTML CSV XLS PDF