Smart Rules [Testers needed + Feedback]

We are finally about to release Smart Rules!

This is an Emma Pro feature that lets you track movements from linked accounts in Emma to offline resources. A simple example would be the regular transfers I make to my Marcus account.

The feature is live on iOS and we are looking for testers to try it.

What you need:

  • Emma Pro
  • The app on iOS
  • Post your emma.to link below :point_down: :point_down:

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https://emma.to/alexandersmith

https://emma.to/tomcarter

Sign me up.

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Emma to: Rod Harrison

Emma.to:Rodney Harrison. Happy to trial.

When are we going to see this and be able to test?

Does this feature also let you track movements outside an offline account? So if I move money out of my Marcus account?

Would love to have this feature and deciding if i should switch to Pro or not :slight_smile:

You should have it now. :slight_smile:

1 Like

I can see it. Great job. Few comments/thoughts at the moment.

Would it be possible to select a transaction and make it a smart rule?

Any way to test a rule? Currently the only way I can see if seeing is a rule will work is wait?

It seems to have applied the name of the manual entry in my loan account to 2 transaction (correct ones though) for September but not previous ones (August), is that expected? As in the reference in the synced account has changed.

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It hasn’t worked for a couple of my transactions but can’t see what I’ve done wrong?

I agree that selecting transactions to make smart rules from would be an easier flow!

Great idea though, hopefully I can get it working for me

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Can you message live chat?

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Yes, it’s not retroactive.

We can definitely add a feature that tells you if the filter is detective any transactions, but past ones won’t be added at this point.