Smart Rules [Testers needed + Feedback]

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 :raised_hands:

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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.

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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.

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?