Done it already!
Agree re being able to edit rules - I kept mistyping references and must have had to restart ten times! Hopefully this is as this is a beta feature.
Just need to wait for my regular transactions to come through to test if the rules Iāve set work.
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I really think it would be better to start from the transaction, for this reason
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I donāt seem to
Just update the app to the latest and then check the Emma Pro list. 
Hi all 
If youāve been playing around with the new Emma Pro feature Smart Rules, weād love to hear your feedback on this thread!
Weāll be collating and reviewing all the feedback before we release the feature to all Pro users so while we may not respond to every piece of feedback here, it will be noted.
Initial wants:
- Add option to create Smart Rule from a transaction
- Add ability to copy reference from transaction. The reference I have is is ~16 digits that I have to write down outside of my phone and then re-key in.
- Can we see a preview of matched transactions before setting the rule
- Can we run the rule on past transactions
My only question before I can see what happens:
How will it handle moving money from/to savings accounts? E.g. Moving from acc A to offline acc B: -500 vs +500
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I can confirm it is definitely being noted. And I am also very keen to get this feature working as smoothly as possible! Iāve personally had a couple of issues too, so donāt feel like youāre the only one.
It shall be fixed!!!
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Just got it enabled so not sure how this will work, but one clarity Iād like to have is what does reference mean when setting up the smart rule, is it the name of the transaction or the greyed out reference at the bottom of the transaction details? Also when selecting an offline account, the menu is really small and very difficult to scroll through.
Hi Joel
Been trying Smart Rules out on Android but unsure if it it working yet as have to wait for transactions to happen. Seems pretty straightforward to set up and found the best way to to set up a reference is to copy and paste from the sending account (avoids typos etc). See rules can be deleted but would be useful to be able to edit?
Would also be useful to be able to check for any historical transactions using Smart Rules?
There is also mention of being able to include a transaction amount in a rule but unable to see where to do this at present
What exactly is the āreferenceā?
I have Smart Rules enabled. I tried to set up a smart rule for transfers from my Revolut EUR account to my (offline) N26 DE bank account. I set it so that it would match the reference āN26 top-upā, then inside Revolut app I made the transfer and set the āreferenceā to āN26 top-upā as well. The transfer happened instantly, but then after refreshing Emma nothing happenedā¦
When I look at the Revolut EUR transaction inside Emma it doesnāt contain the reference I put in from Revolut app. The ānameā of the transaction bears my name and surname; the āDetailsā contain the following string āTo Name Surnameā (with my actual name and surname). There is no mention of āN26 top-upā.
Could it be that Revolut open-banking API does not communicate to Emma their āreferenceā string somehow?
Hey @zbir
It needs to be the name of the transaction rather than grey writing
Correction: Use the grey writing instead of the transaction name
Searching for past transactions would also give you a handy preview of how your rule will work.
3 Likes
Is this working for anyone? I still havenāt managed to get it working at all. Everything seems to be set up correctly, had 3 rules set up for over a month now and each should have been triggered a few times. Great feature idea but definitely not ready for wide release yet.
As others say - triggering from the transaction itself, being able to edit rules, being able to view transactions the rule would apply to (similar to the categorising transactions view) would all be useful - then you could also select past transactions if you wanted the rule to apply to them.
Still not working for me and still nothing back from live chat. Feels like this isnāt a high priority item.
Created a new set of rules for everything to do with the transaction. My reference, their reference, bank name etc. Fired 2 Ā£1 transactions and neither worked.
Nope, doesnāt work for meā¦ example set up:
I didnāt get anything on my Aqua cardā¦ am I doing something wrong?
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We should be able to get back to you.
Can you message live chat?
Hi folks! Question, I see smart rules are designed for transfers from an Open Banking account to an offline account, but I often do transfers in the opposite direction as well. If I transfer in the opposite direction (i.e. the Open Banking account shows a negative/debit transaction rather than a positive/credit one) will the smart rule recognise this and post the correct adjustment to the offline account? Or does it only work in the one direction?
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The search doesnāt work for me, when I try to type āAqua Servicesā it just turns āAquaā into a tag: #aqua after i press space, doesnāt allow me to type 2 words