Articles on: Emma Pro

Smart Rules

This feature is available on Emma Pro and Emma Ultimate 🐻
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 this Savings account.

Rather than having to manually update your Offline Savings account balance, Emma will automatically detect this transfer and create a £20 transaction in your Offline Savings account, and update the balance by £20.

Setting up a Smart Rule


Go to the Emma Pro tab
Scroll down to Custom Experience
Select Smart Rules
Select Add New
Enter the required information

You can find the Reference required to set up a Smart Rule, by finding the most recent transaction in Recent Transactions section of Emma Feed tab, selecting it and scrolling down to the very bottom of the transaction screen - this is the name of the transaction your bank sends to us.

Do you have a question about Smart Rules? Let us know via chat!

Updated on: 12/07/2022

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