Transaction Category
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Parent Category: 12 Top level categories that provide a broad classification. Example: Retail & Shopping, Health & Wellness etc.
Category Group: 34 Mid-level categories that group related category types under a Parent category. Examples: Retail & Department Stores, Clothing & Fashion etc.
Category Type: 500+ Detailed categories that specify the exact nature of the transaction. Examples: Clothing, Apparel, Footwear etc.
If you have an existing category system and prefer to continue using it, Snowdrop can integrate its categorization with yours. By default, MRS Category Types will be mapped to the most detailed level of your category system. However, the system is highly flexible, allowing for various mapping configurations, such as mapping our Category Groups to your category system or aligning all our Types with your custom categories.
Steps:
Provide Snowdrop with your equivalent parent and group categories. Also custom icons if you wish.
Snowdrop will perform an initial mapping to your categories which is then forwarded to you for review.
After confirmation, Snowdrop will implement the new custom categorisation.
In addition you will need to supply the custom category icons you wish to use. See Category Icons.
