Set-up your budget
Setting a budget tells Emma how much you want to spend over a given time periodDon't include any savings or spending on investments in your total budget
Follow the steps below to set-up your budget
- Go to your Feed tab in Emma
- Scroll down until you get to the Analytics section
- Under the budgeting section, select Set-up
- Under Total Budget, enter the total amount you want to spend during your budgeting period
Note: If you're not sure what your total budget should be, read our guide here
Savings and credit card repayments should not be included in your total budget.
- Set your period - this tells Emma the time period you want your budget to run for
- Set your category budgets - these help you keep track of spending for specific areas
- Select your 'Done' and you're complete! You should now have your budget in Emma up and running
Need further assistance? Let us know via chat! 👋
You can locate chat by going to the Feed tab > Select your profile picture > Select Help > Select Chat with a human.
Updated on: 20/09/2024
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