Just like other things in life, sometimes transactions in Emma can get lost πŸš˜πŸ”‘πŸΆπŸ“±πŸ‘΅

Did you know you can search for transactions by name, tag or note? Go to the Accounts tab -> Select the magnifying glass in the top-left hand corner πŸ”Ž

If you still can't find a transaction, here's a number of reasons why and how to solve them.

1. The transaction has been categorised as 'excluded'

Transactions can sometimes be categorised as 'excluded' incorrectly. If they're categorised as 'excluded', they won't show in your analytics πŸ™…β€β™‚οΈ

To check which transactions have been categorised as 'excluded', go to your 'Analytics' tab > scroll to the bottom > select the Excluded category.

If you find a transaction that shouldn't be excluded, change it to the right category.

2. Your account is marked as 'Hidden'

If an account is marked as Hidden under the Accounts tab, all transactions from this account will be excluded from your analytics.

If you want transactions from this account to be included in your analytics, select the closed account > select the three dots in the top right-hand corner > select Unhide.

3. Your account is marked as 'Closed'

Accounts that are marked as Closed under the 'Accounts' tab will stop syncing. If the transaction occurred after the account was marked as closed, this is likely the cause.

Get this account syncing again by moving it out of the Closed section. Do this by selecting the account -> select the three dots in the top right-hand corner -> select Mark as open -> Manually sync your accounts

4. There's an error with your bank

If none of the solutions above are applicable, there may be an issue with the connection to your bank.

So we can investigate further, reach out to us via chat with the name, date and amount of the transaction missing. If there's a large amount of transactions missing, give us the name, date and amount of the three most recent transactions shown on your bank statement 🐻
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