Accounts
Bank account transaction data not refreshing or syncing
bank account not updatingFeaturedHow do joint bank accounts work in Emma?
When you connect a joint account to Emma all transactions from both of the cardholders will be included in your budgeting and analytics. Unfortunately, the joint account providers do not include any data for us to establish what transaction was made by each of the cardholders so we cannot filter the spending on the joint account. If you want to have your joint account connected in Emma, but don't want to have all the transactions impacting your budget and analytics, we suggest you use the SpFew readersHow do I track my Net Worth?
In Emma, you can track a range of accounts or assets in Emma to get an overview of your total Net Worth. Adding to your Net Worth To add accounts or assets to your Net Worth, please follow these steps: Go to the Feed tab and tap on Net Worth Tap Add account or the add option under each account/asset type Select Offline account if you are unable to connect the type of account/asset in Emma Select the type ofFew readersAdd a bank account
Adding a bank account To add an account to Emma, follow these steps: Go to the Feed tab i.e Emma's home page Tap Add account at the bottom of your account balances Select what type of account you'd like to add (Personal / Business / Offline Account) Locate your account provider and follow the onscreen instructions to connect 🚀PopularDelete a bank account
If you'd like to delete your bank account from Emma, follow these steps: Deleting a bank account Select your Emma Profile icon in the top left corner of the Feed tab Select Bank Logins Find the account you'd like to delete, and select DeleteFew readersSync my bank accounts
UK If you're in the UK 🇬🇧 and you want to manually sync your accounts, there are two ways to do this: Pull the page down on the Feed tab to sync your accounts, or Tap on the Sync Button below your account balances 🔄 If you sync your account and you're still missing some of your data, follow these steps US & Canada If you're in the US 🇺🇸 or Canada 🇨🇦, your accounts are constantly updated automaticallyFew readersRename an account
If you would like to rename an account, please follow the instructions below: Renaming an account Go to Feed tab Locate and select the account you'd like to rename in either Current or Savings sections at the top of the Feed tab Select the three dots in the top right-hand corner of the Account screen Click on Rename Enter new account name and press Save If you are having problems renaming your account, feel free to contact us via our live chat aFew readersHide or unhide an account
If you have an account in Emma that you don't want to be included in your analytics, mark it as hidden. While it will remain connected, all transactions on this account will be hidden in Emma App. Hiding an account Go to Feed tab Locate and select the account you'd like to hide in either Everyday, Savings or Investments sections at the top of the Feed tab Select the three dots in the top right-hand corner of the Account screen Click HideFew readersChange an account type
If you would like to change your account type, please follow the instructions below: Changing account type Go to Feed tab Locate and select the account you'd like to change in either Current or Savings sections at the top of the Feed tab Select the three dots in the top right-hand corner of the Account screen Click on Change Type Select new account category Your account will now be moved into the correct category. If you are having problems changinFew readersTracking your overdraft
You can let Emma know if you've set up an overdraft with your bank, and to specify your overdraft amount. Once that's done, Emma will alert you if you go into your overdraft so that you can take action 💪 If you would like to set up or change your overdraft limit, please follow the instructions below: Tracking an overdraft Go to Feed tab Locate and select the account you'd like to track an overdraft for in Current or Savings sections at the top of the Feed tabFew readersWhy can't I see UK banks? 🇬🇧
If you're not able to see UK banks when setting up your account, it's likely Emma thinks you're out of the UK and will automatically show you US banks. This usually happens if you have a VPN or ad blocker installed on your phone (or you're in the US 😛). To see UK banks, send us a message via the support chat and our uber friendly team can get you switched back to the UK 🇬🇧🇺🇸🐻Few readersI want to add my business account
To add a business account to Emma, follow these steps: Adding a business account Go to the Feed tab Underneath Net Worth, select the plus icon Select Add an account Select *Business. We support business accounts from the following institutions: Bank of Scotland Barclays Business Clydesdale Bank Danske Bank HSBC Business Halifax Lloyds BusinessFew readers
Troubleshooting
Renew my 90 day bank access 🇬🇧
Our connection to your bank through the Open Banking system only lasts 90 days before access must be renewed. Under Open Banking regulations, every 90 days you need to reconnect to your bank accounts to Emma. It's to make sure you're still happy to use the service. Renewing access to your account restarts the 90 day period. Your 90 day period can be restarted at any time. My 90 day access has ended Select LetFew readersMy account balance is wrong
Your account balance not looking right? Follow the steps below to solve it 👇 1. Manually sync your accounts If you're in the UK, the first step is to manually sync all your accounts. Do this by selecting the refresh icon 🔄 under your Current, Savings and Net Worth figures at the top of Feed tab If you're in the US & Canada, your accounts will sync automatically in the background, so you can skip this step!Few readersI can't connect my bank
If you are having issues connecting to your bank, the best way to check if everything is working correctly is to try to login via your online banking (via your bank's website, not their mobile app). After you have logged in to your online banking successfully, try again to login to Emma. Do not make multiple attempts in a row otherwise your bank might block the account temporarily. If you see that after two attempts nothing works, send us a message via chat - we'll be able to diagnose the issPopularI can't find my bank
In order to use Emma, you will need to connect a current, savings or credit card account first. Unfortunately, if your bank is not supported by Emma, you will not be able to use the app 😭 If your bank is not an option to add, suggest an integration over at the Emma Community below: UK thread Canada thread US thread (https://community.emma-app.com/t/most-wanted-inPopular