1. Access Settings, then go to Business Settings, then choose Analysis Types.
2. Select either the Transaction Analysis, or the Group Analysis.
3. Pick the relevant analysis type and click Edit.

4. If necessary, amend the code and name of the first category. Then repeat as needed. Ensure you enter at least two digits in the code.

• To add more than three categories, simply enter a code and name on the next line
• To delete a category, click the delete button 

 NOTE: When a category appears in a transaction or record, a tick shows up in the In use column. You can't delete a category that's in use. Rename it to Not in use if it appears in a transaction. For group categories, remove them from the relevant record and delete them. 

5. Under Active Areas for this Analysis Type, select the relevant check boxes.
6. Click Save. 

7. Repeat steps Two to Six for up to three analysis types you want to create.