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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

Using assignments dialog

Assignment list

display the actual list of assignments in the wallet. It is always sorted in rule number.
Starting v5.3 you can reorder this list with drag & drop.

Buttons

Add add a new empty assignment.
Delete delete the active assignment.

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

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

Assign xxxxxx

[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
Notes Additional free note to distinguish rules with similar text/regex