Smart Rules [Testers needed + Feedback]

Roadmap Done!
86

Yes, we are fixing as the feedback comes in. :wink:

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87

I have set up three rules. One failed to do anything a couple of days ago. Of the two that should trigger today, one has worked and one has not.

Any suggestions for working out why one worked but the others didnā€™t?

88

Hard to know without seeing the rules. The only bit you have to set manually is the reference, so maybe check it matches the text right at the bottom of the transactions youā€™re trying to pick up.

It would be great if we could select relevant transactions, instead of having to enter the reference manually.

Also, are you trying to catch pending transactions?

89

Thanks.

Definitely not pending transactions.

I wonder if the references are case sensitive?

90

Apparently not (see further up the thread)

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91

Some transactions I want to use donā€™t even have this

92

Oh really, could you send a message to the app support chat with a screenshot of the transaction please :slight_smile:

93

Just had another look at this and, in fact, the reference is there, itā€™s just taking a long time to load in some cases - I think while accounts are syncing. So it looked like it wasnā€™t there on some transactions

Edit: also I should have said, good work on this! Itā€™s a killer feature. There are hiccups still, of course, but itā€™s already proving very useful! :+1: from me

94

Is this being released soon?

95

If youā€™re keen, ask to be added to the beta. It may not be 100% ready yet, but itā€™s working well for some of what I want

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96

Hey @sebinsua :wave:

We donā€™t have an ETA for this to be released properly yet - you can send us your emma.to link though and weā€™ll get you added?

97

Is it possible to add text from ā€œDetailsā€ to a smart rule? As an example I move money to my Savings Bank account from Monzo - the reference in the app (grey text) is just my name, but that is not actually a reference (description) that Iā€™ve put in Monzo, which is ā€œMonzo to Marcusā€ that appears in the details text in Emma. I have other transactions to other accounts in Monzo that have my name in reference, which would be confusing for smart rule as it would add those as well. Can we add text from details when the smart rule is created?

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98

I just came back to this thread to ask exactly the same question! In fact, I think Emma ignores Details when analysing subscriptions too. Iā€™m not sure why.

In my case, I have two Direct Debits that go out to two different Vanguard accounts. The reference (or whatever weā€™re calling the text at the bottom of the transactions - the terminology is confusing!) is ā€œVanguardā€ in both cases, but the Details text shows me which account the money is going into. So, itā€™s trivial to identify the correct account, but only if you look at the Details.

Is there any issue with adding Details as an extra filter option for these rules?

The DDs are at slightly different times, but unfortunately they sometimes happen at the same time because of a weekend, so the Advanced Filter date option doesnā€™t work. I could try changing one of the DDs to a different date.

99

Hey :wave:, Iā€™ve had support enable this for me but it doesnā€™t appear to working (fully accept me not knowing what Iā€™m doing :grin:).

I have a car finance payment that comes out around the 1st. I set the reference as the transaction displays at the bottom, set the amount to be within range of how much it is and set the date to be beginning of the month. Payment came out today, the ref looks the same still, but I didnā€™t see the transaction get created within the offline account.

Is there anything Iā€™ve missed? Happy to provide screenshot of the rule setup and transaction if needed.

100

Is it pending, by any chance?

101

I donā€™t believe so, monzo isnā€™t telling me its pending so I assume its not :man_shrugging:

102

Oh, it would say in Emma if it was still pending. I think the rules are only applied to final transactions.

Maybe contact support?

103

Hmm no donā€™t see pending in Emma. To confirm is it the text under details or the grey text in small at the bottom of a transaction? Iā€™m using the text at the bottom but monzo auto fills the details bit with a different name. Maybe thats it?

104

AFAIK, the Details bit is completely ignored. Itā€™s the stuff in capitals at the bottom that counts

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105

Hmmm thats what I tried. Ill message support see if Iā€™m missing something. Thanks :slight_smile:

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