Assign Categories to Transactions

This screen provides a history of all your completed transactions, you can assign categories to these transactions.

Process Options

Searching

• Select the Account you wish to view from the drop down list.
• Quick Search: Click, Last 10, 20 or 30 transactions.
• Using the Filter By Option select the transactions you are interested in:
  • You can select by the Transaction Type, Transaction Category and Period.
  • To select by a date range you must first select the User Defined option and then enter the Date From and Date To.
  • Once you have made your selection click View, your selected criteria will be retrieved by the system.
  • Click Clear to remove the filter options.

Assign Categories

• Check the Select check box of the transaction you wish to assign.
• Select the Category. Note: Select the category Unassign, to remove the category.
• Click Save.

Create New Category

• Click Create New Category. You will be re-directed to the Transaction Categories screen.
• Click Create New to create a new category.
• Category Name/Description: Enter a name.
• Chart Display Colour: Select the colour from the list.
• Click Save.