Emma App

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Accounts

• Add 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 Select your Profile Icon in the top left corner of the screen Select Bank Logins Select + button in the top right corner of the screen 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 🚀Very popular

• Delete 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 readers

• Refresh my account

  UK If you're in the UK 🇬🇧 and you want to manually refresh your account, there are two ways to do this: Pull the page down on the Feed tab to refresh your feed, or Select your profile picture in the top left corner of the Feed tab, select Bank Logins and press the refresh icon in the top right corner of the screen 🔄 If you refresh your account and you're still missing some of your data, [follow these steps ](https://help.emma-app.com/en/article/my-data-isnt-refreshing-Few readers

• Rename 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 readers

• Hide 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 readers

• Change 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 readers

• Tracking 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 readers

• I 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 BusinessSome 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 **LetSome readers

• My data isn't refreshing

  bank account not updatingFew readers

• My 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 readers

• I 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 issVery popular

• I 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-inVery popular