This topic describes the systematic instruction to Recategorize Transaction – Add New Categoryscreen. The user can create new categories and sub-categories with this option.

Using this option, the user can create new categories and sub-categories to which the transaction is to be recategorized. The user can also use this option to add new sub-categories under already existing categories. All newly added categories or sub-categories will be available only to the customer who has created the categories/sub-categories.

While creating a new category or sub category the system checks that the category being created does not already exist for the user. In case of sub category the system checks that a sub category with the same name does not exist under the same parent category. It is however possible to have duplicate sub categories across different categories for the same user.

To add a category:

1. Navigate to the Spending Analysis screen.
2. In the Spend Analysis screen, click on the icon displayed against the transaction that you wish to recategorize.
   The Recategorize Transaction overlay screen appears.
3. Click on the Add a new Category or Sub Category link if you want to add new Category and Sub Category.

   Figure 3-6 Recategorize Transaction

   
   

   
   Description of "Figure 3-6 Recategorize Transaction"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-3 Categorize Transaction - Field Description

   Field Name	Description
   Category	The name of the new category that is to be added.
   Sub Category	The name of the new sub category that is to be created. Note: In case of sub-category the system checks that a sub category with the same name does not exist under the same parent category. It is however possible to have duplicate sub categories across different categories for the same user.

4. In the Category field, enter the name of the new category.
5. In the Sub Category field, enter the name of the new sub category.
6. Perform any one of the following actions:
   • Click Save to save the newly created category.
   • Click Cancel to cancel the process.