This topic describes the systematic instruction to Spend Analysis – Recategorize Transaction screen.

This option enables the customers to re-categorize the transactions. The user can modify a category/ sub-category which is assigned to a transaction. An option is also provided to create new categories and sub-categories. Newly added values are saved at customer level. User can also modify the self-created categories.

Note:

Customers cannot add more than 4 sub-categories under a single category.

To recategorize a transaction:

1. Navigate to the Spend Analysis screen.
2. In the Spend Analysis screen, click on the icon against a transaction record which you want to recategorize.
   The Recategorize Transaction overlay screen appears.

   Figure 3-5 Recategorize Transaction

   
   

   
   Description of "Figure 3-5 Recategorize Transaction"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-2 Recategorize Transaction - Field Description

   Field Name	Description
   Category	The category maintained by the bank and those created by user to which the transaction is assigned.
   Sub Category	The sub category maintained by bank and those created by user, to which the transaction is assigned.
   Add a New Category or Sub Category	Click on the link to add new category or sub category.

3. From the Category and Sub Category lists, select the desired options.
   • Click on the Add a New Category or Sub Category link to add new category or sub category.
4. Perform anyone of the following actions:
   • Click Save to re-categorize.
   • Click icon to close the overlay screen.

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