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 “reference”, 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?