X-Git-Url: https://git.dogcows.com/gitweb?a=blobdiff_plain;f=doc%2Fuse-auto_assign.html;h=cbdcb5eaed1169eda56bb877fcaebdcace54c02f;hb=HEAD;hp=56dd7b17f5fca8b0dfe43dc9dcb0555206e79f87;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001;p=chaz%2Fhomebank diff --git a/doc/use-auto_assign.html b/doc/use-auto_assign.html index 56dd7b1..cbdcb5e 100644 --- a/doc/use-auto_assign.html +++ b/doc/use-auto_assign.html @@ -1,78 +1,43 @@ - - +
- - + +The automatic assignment features allows you to setup a Payee and/or a Category - automatically to the transactions if the memo field contains a specific text.
- -Automatic assignment will allow you to automatically set a Payee and/or a Category to a transaction based on a string contained in the Memo or Payee. The assignment is applied after each file import so that you gain some time with assignment of Category and this permit to ensure the right Payee is set as well.
+Open the assignment dialog from either the - mainwindow menu or the toolbar.
- - - -Then create an assignment rule:
- -HomeBank will assign the Payee and/or the Category of a transaction if - it is empty.
- -Open the assignment dialog from either the main-window menu or the tool-bar.
+ +Then create an assignment rule:
+HomeBank will assign the Payee and/or the Category of a transaction if it is empty.
+The assignment rules will occurs:
- -The assignment rules will occurs:
+