A few betas ago, the “Category” option was marked as “Merchant or Category”, and there was a search bar where you could try to search, I assume for a merchant name. However, this had the extra feature of crashing the app every time you tried to search for anything.
So I think it’s possible that the merchant search is planned and they just found some internal issues when working through it. Hopefully it wasn’t canned, it’s probably the single most useful rule they could have.
Hey everyone, thanks for this great feedback on our new Smart Rules feature!
As this feature has only just been launched our team is eager to continue improving it alongside the initial testing done during our Beta for this feature. I’ll pass on your requested filter categories so our team can review these for future addition @Nelthorim, @NFH, @lgx, @Pagemakers, @JHE, @simi and @dougy.
This is great! The current implementation probably covers 90%+ of transactions for me. Like others I’d love to see the possibility to create rules for individual merchants as well, but I hope that it’s coming soon.
As with others here. Some sort of merchant rule is needed. In fact on my Android app the search box says “category or merchant” - so maybe it was there?
I’ve recurring payments, for example my insurance through Aviva. I need to be able to say a category of “business services” and a merchant of “Aviva*” (notice the * wildcard) so that just those are picked up.
The reason. I don’t get cashback for them on my default card in Curve - the rule would save me having to GBiT if I forget to change the underlying card that night.
Also, as well as directing to a specific card it’d be nice to be able to specify a new category as well. In the above example every month I reclassify those transactions as “bills”.
The just a category rule seems too encompassing. It destroys the ability to switch cards in Curve doesn’t it? I want the “smart rules” to cater for the exception to the rule, not be the rule. I know that sounds backwards, but surely the day to day should still go to the currently selected underlying card.
I know each to their own, I’m just trying to further bolster my point that the rules need to allow for more complexity and be combined.
I don’t do much with currency, but can understand peoples desire for a currency rule. Again, as with merchant these should be combinable together.
Any “shopping” over £100 to credit card.
Any “groceries” at ASDA to ASDA card.
GBiT will still have to be used now-and-again as with others here, the categories are often “wrong” (I realise that this isn’t necessarily a Curve issue) that the rules won’t always kick in or will when you don’t want them to.
That’s not what this currency selector does. This currency selector merely allows you to choose the currency in which you specify the amount threshold. For example, if you specify >$100, then a transaction for $200 or €200 will go to the specified card, whereas a transaction for $50 or €50 will not.
We want to choose that all EUR transactions go to a specific card, and that all USD transactions go to another specific card, irrespective of size.
Totally bizarre, mine doesn’t work like that at all. I’ve got no problem setting up rules based on a currency value of $1 and €1 on my metal account, leaving sterling transactions to pass through unscathed.
You should open up a ticket to complain if yours isn’t working properly.