wish: create auto assignments from edit transaction

[David Cole]

Rather than having to exit out of editing transactions to create a new assignment, allow these to be created off the current details of an edited transaction.

[Maxime DOYEN (mdoyen)]

What to be taken from the transaction, just category/payee ?
Beause the search term would not be possibly guessed from memo field.

[Maxime DOYEN (mdoyen)]

from kefir sub (1418277)

t would be great if I could create new assignment rules straight from a transaction.
Add a button next to Filter that would open the "Manage Assignments" screen with a new condition that contains the memo field from the selected transaction. Analogous to creating a template from a transaction.

That would much speed up the workflow in case of bulk processing of imported OFX transaction. At the moment I have to copy, close screen, navigate, create assignment, past, navigate back, etc. Lots of unnecessary clicks.

[Maxime DOYEN (mdoyen)]

still need to think, as the text to search when assigning can be:
- memo
- payee

[kefir sub (kefir-sub)]

I suggest you dynamically select the field which is not empty in a given transaction.
Some bank provide ofx/qif statements that use memo. some use payee field. I cannot imagine a scenario where both fields would be used.