Create, edit and delete custom categories
What are custom categories? Custom categories allow you to create transaction categories that make sense to you. Creating new categories gives you more unique, custom options to categorize your transactions (https://help.emma-app.com/en-usSome readersWhat is Emma Pro?
Emma Pro is one of our subscription options that provides you with more features than the free, default version of Emma and our lower subscription option, Emma Plus. Features available These are the features currently available in Emma Pro: Unlimited bank logins Cashback Budgeting & enhanced tracking Priority Support (https://help.emma-app.cSome readersCSV Imports
What is this feature? This new feature allows you to create and update an offline account by directly uploading a CSV file. It is designed for banks that we do not currently support, as well as for tracking cash transactions or for importing historical data from old accounts.Some readersAdvanced Transactions Editing
With advanced transaction editing, you can now update the category, date, name, tags, and more for multiple transactions at once regardless of the merchant. You may want to do this to reorganise your spending into custom categories, or if you've noticed the categories Emma added some of yourFew readersExport my data
What does exporting my data mean? From time to time, you may like to see your transactional data sorted in Emma on a spreadsheet. You can export all your transactional data in Emma to a CSV file which you can then use on a spreadsheet. How do I export my data? Go to the Emma FeeFew readersTracking cash transactions
Looking to track your cash transactions in Emma? Follow the steps below to find out how: Tracking cash transactions Go to Feed tab Tap on the + add button Select Offline Accounts Select the account type Create new manual Current/Checking account called "Cash" Select the newly created Cash account and click on Add a transaction Pro tip: You can create both Income (credit) and Expense (debit) transactions Fill in your cash transaction detailsFew readersLive Exports to Google Sheets
What is Live Export? Live Export automatically sends your new transactions directly to Google Sheets. Unlike the manual export function, this feature will give you a full, live breakdown of all your synced transactions in a CSV format, and it will update automatically with new data as the app syncs with your accounts. This means you will always have an up to date spreadsheet of your spending.Few readersSplit a transaction
What is transaction splitting? You may want to split a transaction if part of the transaction needs to be differentiated from the rest. For example, you purchase from a store that sells both groceries and home goods. You may want to split the transaction into two, assign one to groceries and one tFew readersSubcategories
What are Subcategories? Subcategories allow you to go deeper into your spending analysis than ever before. Instead of simply seeing your spending grouped under a broad category like "Bills" or "Eating Out," you can now create a secondary layer for more precise tracking. For example, you can break down your spending like this: Bills can be split into Electricity, Water, and Internet. Eating Out can be split into Coffee, Lunch, and Dinner. This gives you a much clFew readers