# Smart Rules \[Testers needed + Feedback\] **URL:** \ **Category:** Done!\ **Created:** [September 21, 2020, 8:34am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928 "2020-09-21T08:34:00Z")\ **Posts on this page:** 20\ **Page:** 8
**Author:** ![VaradhK](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/varadhk/32/21_2.png) [@VaradhK](https://community.emma-app.com/u/VaradhK)\ **Post date:** [March 18, 2021, 6:42pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/149 "2021-03-18T18:42:43Z")
Hey @Greg What @Gaoler and @o99 said is correct. Really its an issue that starling gives us their transaction data in a different way to other banks. So their reference goes into a different field to other banks. We have an update to the smart rules which will allow you to put a filter on that field instead and should solve your problem. Sorry for the delay, it will be out soon! I am finding it annoying too because i use starling for most of my banking! If you are looking for some specific payments you can see if you can make it work with the advanced filters alone in the mean time. ---
**Author:** ![Arun](https://avatars.discourse-cdn.com/v4/letter/a/ee7513/32.png) [@Arun](https://community.emma-app.com/u/Arun)\ **Post date:** [March 20, 2021, 2:48am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/150 "2021-03-20T02:48:32Z")
Hi Still waiting for this feature to be activated on [https://emma.to/arunr](https://emma.to/arunr) . I posted a month ago but you may have missed it. Thanks Arun ---
**Author:** ![edoardomoreni](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/edoardomoreni/32/9_2.png) [@edoardomoreni](https://community.emma-app.com/u/edoardomoreni)\ **Post date:** [March 20, 2021, 10:41am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/151 "2021-03-20T10:41:33Z")
Just added you 🙂 ---
**Author:** ![o99](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/o99/32/2132_2.png) [@o99](https://community.emma-app.com/u/o99)\ **Post date:** [March 21, 2021, 11:13am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/152 "2021-03-21T11:13:58Z")
> [@VaradhK](#): > > Really its an issue that starling gives us their transaction data in a different way to other banks. So their reference goes into a different field to other banks. But once you know where banks put their reference data, can’t you just map it to anywhere you want in Emma? For example, couldn’t there be a Emma-defined bank transfer reference field which is shown inside the UI of the Emma app and which Smart rules operates on? What bank-specific field gets mapped to the reference field in Emma could presumably vary from bank-to-bank. Requiring the user to be aware that Monzo and Starling put reference info in a “details” field and then use advanced filters to pick this up surely makes things more demanding and complicated from user perspective? ---
**Author:** ![VaradhK](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/varadhk/32/21_2.png) [@VaradhK](https://community.emma-app.com/u/VaradhK)\ **Post date:** [March 22, 2021, 11:40am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/153 "2021-03-22T11:40:01Z")
Yes this is a good point, and is definitely another option. However, it’s not quite as simple as changing the mapping. Because not all Monzo and starling transactions work in this way. Standard purchases seem to use the reference as expected (and should appear in the app as expected). I also think some transactions from Monzo may have no reference information given to us at all. However, you are right, if we can get the best data in the best fields, that would definitely be the optimal solution. And you may not need to use the “details” field at all, but there will always be edge-cases where it may be useful. ---
**Author:** ![rebekah](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/rebekah/32/1091_2.png) [@rebekah](https://community.emma-app.com/u/rebekah)\ **Post date:** [April 19, 2021, 2:57pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/154 "2021-04-19T14:57:35Z")
Hey everyone, Just a quick FYI to say that if you’re new to using Smart Rules we’ve published a blog post that explains it in a little more detail (how they work and how you can create a new rule) 🚀✨ You can read it here: [https://bit.ly/3mQ23XF](https://bit.ly/3mQ23XF) ---
**Author:** ![o99](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/o99/32/2132_2.png) [@o99](https://community.emma-app.com/u/o99)\ **Post date:** [April 19, 2021, 6:45pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/155 "2021-04-19T18:45:44Z")
Any update on when Monzo transaction references will be supported? ---
**Author:** ![Greg](https://avatars.discourse-cdn.com/v4/letter/g/71c47a/32.png) [@Greg](https://community.emma-app.com/u/Greg)\ **Post date:** [April 28, 2021, 5:30pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/156 "2021-04-28T17:30:15Z")
+1, I came here to ask the same about Starling. ---
**Author:** ![sivnkya](https://avatars.discourse-cdn.com/v4/letter/s/a587f6/32.png) [@sivnkya](https://community.emma-app.com/u/sivnkya)\ **Post date:** [May 1, 2021, 11:14am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/157 "2021-05-01T11:14:07Z")
Smart rules are pretty good. Someone else may have mentioned it but it would be good to be able to expand the scope of the filters. For example right now it’s just using the transaction ref for the syntax search. But it would be good if it were possible to search transaction name. Or the reference I typed. The reason is I have one or two things I’d like to apply smart rules too but can’t because the reference of the payment on the transaction is my name. So it doesn’t filter properly. The other thing that might be worth looking into is an option on a transaction to “make smart rule” or “us this transaction for smart rule” Kinda the other way around than having to go to the pro section. Also a good opportunity for an upsell to non pro users. ---
**Author:** ![Gaoler](https://avatars.discourse-cdn.com/v4/letter/g/71e660/32.png) [@Gaoler](https://community.emma-app.com/u/Gaoler)\ **Post date:** [May 3, 2021, 8:20pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/158 "2021-05-03T20:20:03Z")
> [@sivnkya](#): > > the reference of the payment on the transaction is my name. So it doesn’t filter properly At the moment, you can only play around with the dates filter to try and get around it. > [@sivnkya](#): > > option on a transaction to “make smart rule” This came up when the beta was launched. I think adding a link to the transaction screen would be a bit messy, but it should definitely be able to pick a transaction from a list to start creating a rule ---
**Author:** ![sivnkya](https://avatars.discourse-cdn.com/v4/letter/s/a587f6/32.png) [@sivnkya](https://community.emma-app.com/u/sivnkya)\ **Post date:** [May 9, 2021, 10:13pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/159 "2021-05-09T22:13:23Z")
Date filters didn’t seem to fix it for me as I make quite a few transfers between my accounts. Basically I need something I can rely on. Not sure adding another option on the list of six they already have makes mess. But I’m sure they have a team to try things out and find a better home for it. At least I hope they do! ---
**Author:** ![edoardomoreni](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/edoardomoreni/32/9_2.png) [@edoardomoreni](https://community.emma-app.com/u/edoardomoreni)\ **Post date:** [May 18, 2021, 9:51am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/160 "2021-05-18T09:51:27Z")
> [@sivnkya](#): > > The other thing that might be worth looking into is an option on a transaction to “make smart rule” or “us this transaction for smart rule” Yes, we are adding “Make smart rule” in the transaction screen. 🙂 ---
**Author:** ![edoardomoreni](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/edoardomoreni/32/9_2.png) [@edoardomoreni](https://community.emma-app.com/u/edoardomoreni)\ **Post date:** [May 18, 2021, 9:52am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/161 "2021-05-18T09:52:20Z")
The other thing we are considering is how to expand “Smart Rules”. We kept this very generic because detecting transfers is just one of the many use cases we can implement. This could extend to detailed tagging, triggers and reminders. ---
**Author:** ![sivnkya](https://avatars.discourse-cdn.com/v4/letter/s/a587f6/32.png) [@sivnkya](https://community.emma-app.com/u/sivnkya)\ **Post date:** [June 24, 2021, 10:12am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/162 "2021-06-24T10:12:29Z")
This would be really cool to see it expand and be more powerful. I get that the basics need to be in place first though. ---
**Author:** ![Greg](https://avatars.discourse-cdn.com/v4/letter/g/71c47a/32.png) [@Greg](https://community.emma-app.com/u/Greg)\ **Post date:** [July 24, 2021, 10:48pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/163 "2021-07-24T22:48:18Z")
Any update on fixing this for Starling and Monzo transfers? Also if you’re planning on expanding the feature, are repeating transactions in offline accounts a possibility? ---
**Author:** ![edoardomoreni](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/edoardomoreni/32/9_2.png) [@edoardomoreni](https://community.emma-app.com/u/edoardomoreni)\ **Post date:** [July 24, 2021, 11:04pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/164 "2021-07-24T23:04:26Z")
> [@Greg](#): > > Also if you’re planning on expanding the feature, are repeating transactions in offline accounts a possibility? Yes, we have added it in the roadmap ([Notion – The all-in-one workspace for your notes, tasks, wikis, and databases.](http://emma-app.com/roadmap)). ---
**Author:** ![KarolaneLC](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/karolanelc/32/1740_2.png) [@KarolaneLC](https://community.emma-app.com/u/KarolaneLC)\ **Post date:** [August 24, 2021, 2:21am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/166 "2021-08-24T02:21:03Z")
[https://emma.to/karolanelapointechampagne](https://emma.to/karolanelapointechampagne) ---
**Author:** ![rebekah](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/rebekah/32/1091_2.png) [@rebekah](https://community.emma-app.com/u/rebekah)\ **Post date:** [August 24, 2021, 10:52am UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/167 "2021-08-24T10:52:13Z")
Hey @KarolaneLC We have fully rolled out this feature, so you should be able to access it by opening the app and clicking More \> Emma Pro \> Smart Rules 🙌 ---
**Author:** ![Greg](https://avatars.discourse-cdn.com/v4/letter/g/71c47a/32.png) [@Greg](https://community.emma-app.com/u/Greg)\ **Post date:** [January 3, 2022, 12:49pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/169 "2022-01-03T12:49:27Z")
> [@VaradhK](#): > > We have an update to the smart rules which will allow you to put a filter on that field instead and should solve your problem. Sorry for the delay, it will be out soon! It’s been almost a year now, was this fix for Starling and Monzo abandoned? Smart rules still don’t seem to work based on descriptions for me with Starling. ---
**Author:** ![lkulbi](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/lkulbi/32/1802_2.png) [@lkulbi](https://community.emma-app.com/u/lkulbi)\ **Post date:** [April 4, 2022, 5:21pm UTC](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928/170 "2022-04-04T17:21:01Z")
Could you allow for broader smart rules e.g. tag all transactions from this account with x; put all transactions from this account in category y; exclude all transactions with tag x. [Previous page](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928.md?page=7) [Next page](https://community.emma-app.com/t/smart-rules-testers-needed-feedback/2928.md?page=9)