Smart Rules [Testers needed + Feedback]

This is the logical next step. You could also use smart rules to create and manage subscriptions more effectively

Yes,

smart rules were built as a container of rules.

We had some ideas in mind, which are also part of the roadmap (Notion – The all-in-one workspace for your notes, tasks, wikis, and databases.), but happy to hear some feedback/suggestions.

Still struggling to get smart rules to work for me… one thing that is especially confusing me is the new advanced filters screen which has an option for ‘credit’ and ‘debit’ - I don’t really understand what this means? Is referring to the account the transaction is coming from or going to?

Can you explain what you’re trying to do in a bit more detail?

It’s been 18 months now, will this ever be fixed for Starling?

Hi guys,

a new version of smart rules will come out in the next app updates; we have worked on a few improvements in terms of setting the rules and managing.

One of these changes is marking the transactions created by the rule:

You can see here the vanguard one is “auto created”

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