X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fuse-auto_assign.html;fp=doc%2Fuse-auto_assign.html;h=cbdcb5eaed1169eda56bb877fcaebdcace54c02f;hp=56dd7b17f5fca8b0dfe43dc9dcb0555206e79f87;hb=996fa4ab9f6b836001f8ad0eecbfd3821687fea7;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001 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 @@ - - + - - + + Automatic assignment - - + - -

HomeBank User manual

Using the Automatic assignment feature

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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.

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

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Using the Automatic assignment feature

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.

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

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Step 1: Create assignment rules

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

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Then create an assignment rule:

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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

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

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Step 1: Create assignment rules

Open the assignment dialog from either the main-window menu or the tool-bar.

Then create an assignment rule:

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

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

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Step 2: Trigger the assignment

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The assignment rules will occurs:

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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

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Step 2: Trigger the assignment

The assignment rules will occurs:

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

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