Assignment dialog

HomeBank User manual

# Assignments dialog

The assignments dialog is used to add, edit and manage the assignment rules of the current wallet.
Please refer to the Using the Automatic assignment feature for details on how using this feature.

## Dialog call

- main window menu: Manage / Assignments...
- main window tool bar.

## Using assignments dialog

### Quick search

A quick search text filter. You can use CTRL+F to activate and ESC to clear.

### Assignment list

display the actual list of assignments in the wallet. It is by default sorted by rule number.

### Buttons

Add | add a new empty assignment.
Delete | delete the active assignment.
Edit | edit the active assignment.
Duplicate | duplicate the active assignment.
Move up (1) | move the active assignment up.
Move down (1) | move the active assignment down.
Move to (1) | move the active assignment to a xx position to be inputted.

(1) you cannot move assignment if the sorting is not by number ascending.

### Condition

Search | set in a text or regular expression to search
Aa | set the search to consider uppercase and lowercase different, otherwise the same
.* | set the find fields to be interpreted as a regular expression
In | the field to search in: Memo / Payee
AND Amount | an optional amount to restrict the match to

In case of leading or trailing space, you will get a warning display the space with ␣

### Assignments

[Disabled | If empty | Overwrite] controls in what case do the assignment

Payee | the payee to optionally assign Entering a new payee here will create it.
Category | the category to optionally assign Entering a new category here will create it. Example: 'Wage:Salary'
Payment | the payment to optionally assign
Tags | tags to assign to the transaction, see tag definition for further details.
Notes | Additional free note to distinguish rules with similar text/regex