Dogcows Code - chaz/homebank/blob - doc/use-auto_assign.html

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   7   <title>Automatic assignment</title>
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  15     HomeBank User manual
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  18   <div class="title">
  19   <h1>Using the Automatic assignment feature</h1>
  20
  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>
  23
  24   <ul class="toc">
  25     <li>Step 1: <a href="#create">Create assignment rules</a></li>
  26
  27     <li>Step 2: <a href="#trigger">Trigger the assignment</a></li>
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  29   </ul>
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  35   <h3><a name="create"></a>Step 1: Create assignment rules</h3>
  36
  37   <p>Open the <a href="dlg-assi.html">assignment dialog</a> from either the
  38   mainwindow menu or the toolbar.</p>
  39
  40   <p><img src="images/use-assignment1.png" class="gtkshot"></p>
  41
  42   <p>Then create an assignment rule:</p>
  43
  44   <ul>
  45     <li>click the Add button</li>
  46
  47     <li>fill in the text to search into the memo field</li>
  48
  49     <li>optionally check the case sensitive checkbox</li>
  50
  51     <li>select the Payee and/or Category to assign</li>
  52   </ul>
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  54
  55  <p>HomeBank will assign the Payee and/or the Category of a transaction if
  56  it is empty.</p>
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  58 </div>
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  60   <div class="rounded content">
  61
  62   <h3><a name="trigger"></a>Step 2: Trigger the assignment</h3>
  63
  64 <p>The assignment rules will occurs:</p>
  65
  66   <ul>
  67     <li>You trigger it manually from the Account window menu Actions/Auto. assignment or the toolbar</li>
  68
  69     <li>After a file import into HomeBank using the import assistant</li>
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  71   </ul>
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