# 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:

- click the Add button
- modify the search description text
- optionaly check the case sensitive checkbox
- select the payee and/or category to assign

## :: When the auto assignment occurs ?

- Everytime you import a file into HomeBank using the import assistant
- You can trigger it manually from the Account window menu or toolbar

## :: Notes

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