import homebank-5.1.7
[chaz/homebank] / doc / dlg-assi.html
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3 <head>
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6 <title>Assignment dialog</title>
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9 <body id="top">
10 <div class="dochead">
11 HomeBank User manual
12 </div>
13 <div class="title">
14 <h1>Assignments dialog</h1>
15 <p>The assignments dialog is used to add, edit and manage the <a href="00-lexicon.html#assignment">assignment</a> rules of the current wallet.</p>
16 <p>Please refer to the <a href="use-auto_assign.html">Using the Automatic assignment feature</a> for details on how using this feature.</p>
17 <h2>Dialog call</h2>
18 <ul>
19 <li>main window menu: Manage / Assignments...</li>
20 <li>main window tool bar.</li>
21 </ul>
22 </div>
23 <div class="rounded content">
24 <h2>Using assignments dialog</h2>
25 <p><img class="gtkshot right" src="images/dlg-assign1.png"></p>
26 <h3><img src="images/1.png"> Assignment list</h3>
27 <p>display the actual list of assignments in the wallet. It is always sorted in alphabetic order.</p>
28 <h3><img src="images/2.png"> Buttons</h3>
29 <table class="widgetinfo">
30 <tr>
31 <th>Add</th>
32 <td>add a new empty assignment.</td>
33 </tr>
34 <tr>
35 <th>Delete</th>
36 <td>delete the active assignment.</td>
37 </tr>
38 </table>
39 <h3><img src="images/3.png"> Condition</h3>
40 <table class="widgetinfo">
41 <tr>
42 <th>Search in Memo/Payee</th>
43 <td>set in what field to search</td>
44 </tr>
45 <tr>
46 <th>Find</th>
47 <td>set the text to search</td>
48 </tr>
49 <tr>
50 <th>Match case</th>
51 <td>set the search to consider uppercase and lowercase different, otherwise the same</td>
52 </tr>
53 <tr>
54 <th>Use regular expression</th>
55 <td>set the find fields to be interpreted as a regular expression</td>
56 </tr>
57 </table>
58 <h3><img src="images/4.png"> Assign xxxxxx</h3>
59 <p>[Disabled|If empty|Overwrite] controls in what case do the assignment</p>
60 <table class="widgetinfo">
61 <tr>
62 <th>Payee</th>
63 <td>
64 the payee to optionally assign
65 <p><img src="images/d-info.png" width="16" height="16" />&nbsp;Entering a new payee here will create it.</p>
66 </td>
67 </tr>
68 <tr>
69 <th>Category</th>
70 <td>
71 the category to optionally assign
72 <p><img src="images/d-info.png" width="16" height="16" />&nbsp;Entering a new category here will create it. Example: 'Wage:Salary'</p>
73 </td>
74 </tr>
75 <tr>
76 <th>Payment</th>
77 <td>the payment to optionally assign</td>
78 </tr>
79 </table>
80 </div>
81 </body>
82 </html>
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