Emma App

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• Change a transaction category

  To change a transaction category, follow these steps: Select a transaction Click on the category button underneath the transaction name Select a category Click 'Select All' if you want to apply this category to all transactions Confirm your edit and go back Learning previous edits Emma is able to learn from your past edits. If you make three or more changes to a similar transaction, the app will be able to remember your previous edits and adapt future transactions. CVery popular

• Exclude a transaction

  If you have made a transfer internally from one of your bank accounts to another it might show up as income. If there is a transaction that you would like to exclude, these quick and simple steps will help you: Go to your 'Feed' tab and scroll down to 'Recent Transactions' Click the transaction you would like to exclude Scroll down and slide the 'Exclude transaction' button ![](https://storage.crisp.chaSome readers

• Handling credit card repayments

  Depending on how you've set your Emma up, there's a number of ways you can handle credit card repayments 💳 My credit card is connected in Emma If your credit card is connected in Emma, credit card repayments should always be categorised as 'excluded'. This is so your repayments don't throw off your analytics. While Emma should exclude your credit card repayments automatically. If you find this isn't happening, re-categorise them manually(/en/article/how-do-i-edit-a-transaction-cateSome readers

• Handling savings

  Well hey there you saver! Not sure how to handle savings in Emma? Look no further. How you treat your savings will depend on whether you have the savings account connected in Emma. My savings account is connected to Emma If your savings account is connected to Emma, all transfers to this account will automatically be categorised as 'Excluded'. We do this so the transfers is not double-counted in your analytics. To account for your savings in Emma, decrease your total budget byFew readers

• Handling refunds

  Refunds in Emma are likely to be categorised automatically as 'Income'. Recategorise the refund transaction to the category the initial purchase was made from to offset your spending in this category. Example You spent £50 on new clothing and the transaction was categorised as 'Shopping'. You'll see under the Analytics tab that the 'Shopping' category is up £50. You return an item and are refunded £25. RFew readers

• Handling shared bills & reimbursements

  You may pay for bills or other expenses on behalf of someone else and then you're reimbursed their portion at a later date. In Emma, the reimbursement is likely to be categorised automatically as 'Income'. To offset the category the bill or expense is assigned to, recategorise the income transaction to same category. Example You have budgeted £50 in Emma for you portion of the electricity bill this month.Few readers

• Learn Committed Spending

  Committed spending is used to calculate how much you have left to spend for the month and can be found the Analytics tab. Your upcoming payments are sourced from Subscriptions on your Feed tab. My upcoming payment is excluded An excluded upcoming payment is likely a credit card repayment or intFew readers

• View past spending

  If you would like to see a summary of your past spending you can follow these simple steps: Go to 'Analytics' Swipe right on the circular graph at the top of the screen that shows how much you have left to spend At the bottom of each month you will see how much you spent in each category and the merchants where you shopped. Your history length will depend on the bank you have connected, however, this can go up until 1 year ago. If you are having problems with your account, feel free tFew readers