HomeBank User manual

Using the Automatic assignment feature

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.

Step 1: Create assignment rules
Step 2: Trigger the assignment

Step 1: Create assignment rules

Open the assignment dialog from either the mainwindow menu or the toolbar.

Then create an assignment rule:

click the Add button
fill in the text to search into the memo field
optionally check the case sensitive checkbox
select the Payee and/or Category to assign

HomeBank will assign the Payee and/or the Category of a transaction if it is empty.

Step 2: Trigger the assignment

The assignment rules will occurs:

You trigger it manually from the Account window menu Actions/Auto. assignment or the toolbar
After a file import into HomeBank using the import assistant