This is an Emma Pro feature 🐻
The Smart Rules feature is still in testing mode
Behold, Smart Rules! 💥

Smart Rules allow you to link your Offline Accounts with regular transactions.

Once linked, Emma can automatically add transactions and change the balance of your Offline Account.

How does it work?

When you make a transaction to an account not linked in Emma, the transfer will be detected automatically and will show on your Offline Account.

Example:

You have a savings account you're tracking in Emma using the Offline Account feature.

Every month, you transfer £20 from your current/checking account to your savings account.

Rather than having to manually update your offline savings account, Emma automatically creates a £20 transaction and updates the balance so your offline savings account now has an updated balance of £20.

How to create a Smart Rule

Currently, Smart Rules are only available upon request to Emma Pro users. You can request we add this to your account by reaching out via chat.

Once Smart Rules has been enabled, follow these steps

Go to the More tab
Select Emma Pro
Select Smart Rules
Enter the required information. Note, the reference is how Emma identifies the transaction. You can find the reference as outlined in the screenshot below



Having issue with Smart Rules? Let us know via chat!
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