Smart Rules [Testers needed + Feedback]

As soon as possible.

Due to covid, Google is reviewing apps every 10 days, so it’s taking a bit.

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Morning everyone!

We’re now looking for Android Emma Pro users to test this smart rules feature :raised_hands:

You’ll just need to drop your emma.to link below :point_down:

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Emma.to/chrisbrogan

Emma.to/lynchfiona

emma.to/michaeldowns

We are adding everyone by the end of the day and will fully release in the next couple of weeks. :smiley:

emma.to/lechbirek

emma.to/alexpocock - really looking forward to this feature. Would love to help test if you still need Android people.

You should all have it now. :slight_smile:

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Has anyone got smart rules working?

I’ve been playing around with it today and so far it hasn’t done, well, anything.

So I’m probably doing something basic wrong and it’s not worth bugging support.

I select the real account I want to pull transactions from, then enter the ā€œreferenceā€, which I think means the transaction name (the bank reference comes up as Details in Emma…). Then I select the offline account I want to send it to.

I’ve then tried doing a transaction that would trigger a rule, but nada, nothing, nowt.

It would seem more logical to me to create a smart rule from a transaction too, as I have to skip back and forth to see the exact transaction name and then remember it. I’ve checked to see if a slight difference is formatting is to blame, but no.

Maybe excluded transactions aren’t picked up?

I have the same issue and reported it 2 weeks ago but no fix or detail on misconfiguration as yet. Problem is I won’t know for another 2 weeks of it’s working or not now. Have to wait for new transactions to hit.

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Weird that we’re not getting anything between us. Has anyone here got a smart rule working?

I’ve had a few more transactions today that should have been picked up, but still nothing.

On a side note, it would be nice to be able to edit existing rules. At the moment, the only option is to delete and start again.

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Can you report it to live chat? :slight_smile:

I’ll wait for the feature to be released properly, however, in order for this to work well, the rules will need to be applied in a granular way.

For example, Plum will take money from an account, and therefore would seem like a candidate for this, however, we’d need to be able to detect and ignore the Ā£1/2 monthly subscription costs if you’re signed up to a premium account.

You can select the amounts, transaction reference and dates.

I don’t think we have anything more granular than that. :sweat_smile:

You have it. :slight_smile: