Automatic assignment

This function allow the assignment of payees and categories automatically to transactions.

:: Create assignment rules

The managment can de done in the assignment dialog

You will create rules like:
if you find the word 'stuff' in the Description field of a transaction = assign payee A and / or category B to that transaction.

To create an assignment rule:

:: When the auto assignment occurs ?

:: Notes

HomeBank will assign the payee and the category to a transaction if, and only if, both are empty.