Exclude 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

1. Find and select the transaction you want to be excluded in Recent Transactions section of the Feed tab i.e Emma App's main page
2. Click on the transaction, and tap Exclude from analytics slider on the transaction screen

Excluding multiple transactions from the same merchant

1. Find and select the transaction you want to be excluded in the Transactions section of the Feed tab
2. Select the transaction then then category underneath the transaction name
3. Tap the Excluded category and then check similar transactions
4. Select all transactions from this merchant that you want to exclude
5. Select Apply edit to X transactions

Excluding multiple transactions from different merchants

1. Go to the Feed tab and open Recent Transactions section
2. Select the pencil icon in the right-hand corner of the screen
3. Select all transactions you want to exclude
4. Select Edit X Transactions
5. Select Categories
6. Tap on Excluded

If you exclude the same type of transaction a few times, Emma will remember this and exclude transactions of the same type in the future.

If you are having problems, feel free to contact us via our live chat and a member of the team will be happy to help you out! 🐻

Updated on: 04/05/2023