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Navigating to Financial Transaction Categories

What are Financial Transaction Categories?

Financial Transaction Categories allow you to classify Financial Transactions into generic groups based on common attributes. Financial Transaction Categories follow a hierarchical structure.

• Navigate to Financial Transaction Categories and explore existing records via the Summary page. Financial Transaction Categories follows a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
• Click on the link (name Name or numberNumber) of the record of your interest to open a modal window with the related details. Provide a name for the 'parent' to make that Category a 'child' or erase the parent name to make the Category a 'parent' itself.
• Either SAVE the changes or cancel (X) and go back to the Summary page. 
• Create a new Category (ADD) or delete an existing one (REMOVE)
• Use EXPAND ALL to view 'parent' and 'children' rows and COLLAPSE ALL to only view 'parent' rows.

Check the Validations & Restrictions Table below for a list of available Actions when working with Financial Transaction Categories, including each Action's related validations, restrictions and additional information.  View the Attributes Table for a comprehensive description of the Financial Transaction Categories' fields.

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validations validations

Validations & Restrictions Table

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attributes attributes

Attributes Table

An * indicates a field is mandatory.