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7 <title>Automatic assignment
</title>
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19 <h1>Using the Automatic assignment feature
</h1>
21 <p>The automatic assignment features allows you to setup a Payee and/or a Category
22 automatically to the transactions if the memo field contains a specific text.
</p>
25 <li>Step
1:
<a href=
"#create">Create assignment rules
</a></li>
27 <li>Step
2:
<a href=
"#trigger">Trigger the assignment
</a></li>
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"rounded content">
35 <h3><a name=
"create"></a>Step
1: Create assignment rules
</h3>
37 <p>Open the
<a href=
"dlg-assi.html">assignment dialog
</a> from either the
38 mainwindow menu or the toolbar.
</p>
40 <p><img src=
"images/use-assignment1.png" class=
"gtkshot"></p>
42 <p>Then create an assignment rule:
</p>
45 <li>click the Add button
</li>
47 <li>fill in the text to search into the memo field
</li>
49 <li>optionally check the case sensitive checkbox
</li>
51 <li>select the Payee and/or Category to assign
</li>
55 <p>HomeBank will assign the Payee and/or the Category of a transaction if
60 <div class=
"rounded content">
62 <h3><a name=
"trigger"></a>Step
2: Trigger the assignment
</h3>
64 <p>The assignment rules will occurs:
</p>
67 <li>You trigger it manually from the Account window menu Actions/Auto. assignment or the toolbar
</li>
69 <li>After a file import into HomeBank using the import assistant
</li>