Articles on: Transactions

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 πŸ›‘

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 the Feed tab i.e Emma App's main page
Click on the transaction, and tap Exclude from analytics slider on the transaction screen

Excluding multiple transactions from the same merchant

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

Excluding multiple transactions from different merchants

This is an Emma Pro feature 🐻

Go to the Feed tab and open Recent Transactions section
Select the pencil icon in the right-hand corner of the screen
Select all transactions you want to exclude
Select Edit X Transactions
Select Categories
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

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