# Transaction categories

A transaction category is a grouping of related transaction types that can be used to manage interest rates. Use transaction categories to configure credit refinancing and overdue accrual types at the program level. A program transaction type associates a transaction type with a transaction category and can also be used to set the charge order. Use Control Center to add or edit transaction categories and to add a transaction type to a transaction category.

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> Credit program types require you to provide transaction categories.

To view the list of transaction categories through the Control Center, go to the main menu and select **Configurations > Transaction categories**. Select any transaction category to view its details.

You can also use the [List transaction categories](https://developers.pismo.io/pismo-docs/reference/listtransactioncategoryinterest) API to view the full list of transaction categories.

For information about transaction categories on the Pismo platform, refer to:

* [Using configurable entities](https://developers.pismo.io/pismo-docs/docs/full-balance-credit-program#using-configurable-entities) with the Full balance credit program
* [Transaction category structure](https://developers.pismo.io/pismo-docs/docs/configuring-accrual-rates#transaction-category-structure) related to accrual rate configuration

# Add a transaction category

Credit programs are the only program type that require you to provide transaction categories.

To add a transaction category:

1. From the main menu, select **Configurations** > **Transaction categories**.

2. On the **Transaction categories** screen, select **Create**.

3. On the **Create a transaction category** screen, type a description and enter the default percentage rates for each displayed field.\
   For **Charge order**, enter an integer to determine the priority order when discharging transaction balances (**1** is the highest priority).

4. Select **Next**.

5. On the **Program** screen, select **Add**, select the programs to apply the category, and select **Next**.

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

After you create a transaction category, you can add a transaction type to it.

# Add a transaction type to a transaction category

To add a transaction type to a transaction category:

1. From the main menu, select **Configurations** > **Transaction categories**.

2. On the **Transaction categories** 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.\
   Note: 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**.

# Edit a transaction category

To edit a transaction category:

1. From the main menu, select **Configurations** > **Transaction categories**.

2. On the **Transaction categories** screen, select the transaction category you want to modify.

3. On the **Transaction category details** screen, select **Edit** for the value you want to change.

4. Enter the new value and select **Save**.