Add a transaction type to a transaction category

To add a transaction type to a transaction category:

1. From the main menu, select Setup > Financial.

2. On the Transaction category screen, select the category that you want to modify.

3. On the Transaction category details screen, select Add transaction types.

4. On the Add transaction types screen, select the Add button for the transaction type that you want to add.

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   Transaction type already associated?

   If the transaction type is already associated with a transaction category, Control Center displays a notification dialog. If you proceed, the transaction type is unlinked from its current category and linked with the new one.

5. Select Next.

6. On the Review screen, verify that the information you provided is correct and select Finish.