Change a transaction category
To change a transaction category, follow these steps: Change transaction categories Select the transaction you'd like to change the category of Click on the Category button underneath the transaction name Select the category you want the transaction categorised as Click Select All if you want to apply this category to all transactions from the same merchant Click on Apply edit at the bottom of the screen Mass update transaction categories You can also upFew readersSome of my transactions are missing
Occasionally you may find that you have some transactions missing from one or all of your bank connections. There can be a few possible reasons for this. You haven't used the app for a while When connecting a bank via Open Banking, you need to renew your consent for Emma to access the data every 90 days. This means that if you don't use Emma for 6 months, and then you login in again and renew your access, you mayFew readersExclude a transaction
Excluding a transaction will stop it from being counted towards your spending - If you don't want a transaction to be included in your analytics, exclude it 🛑 This feature is particularly useful if you have made a transfer from one of your bank accounts to another and the transfer is now included in your Income. There are three ways to exclude transactions: Excluding one transaction Find and select the transaction you want to be excluded in Recent Transactions section of theFew readersI don't recognize a transaction
If you see a transaction in your Emma app that you don't recognize, it's important to remember that Emma aggregates your transactions directly from your linked bank accounts. Emma doesn't create transactions itself; we only display information provided by your bank. If you're unsure about a transaction: Check the original bank account directly through your online banking or banking app. Contact your bank directly if you suspect unauthorized activity or fraudulent charges. Emma providesFew readersCan I reset my Emma data?
Your Emma data, if editable, can be changed at any time and however you like in the app. We highly encourage customers to use the editing functionality provided to revert any changes they have made and continue using the product. For budgeting, we provide a reset functionality, while for transactions you are free to use the multi-editing functionality which is available for categories, references and tags.Few readersAdd, edit or remove notes
Notes help give context to your transactions ✍️ Adding a note To add a note: Click on the transaction. Click on Add note Type your note Click on Save Editing a note To edit a note: Click on the transaction Click on the existing note Edit the note and select Save Removing a Note To remove a Note: Click on the transaction Click on the existing note Remove the note and select SaveFew readersSearch for a transaction
You can use the transaction search to find individual or multiple transactions, based on a variety of factors. When on the Feed tap See all next to Transactions to view all your transactions. This will bring up the Transaction search at the top of your screen. When you tap in the search bar, and number of icons will appear above your keyboard. These will allow you to filter your transactions - you can combine the filters to find just what you're looking for! (https://storageFew readers