Emma App

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• Change a transaction category

  Emma allows you to edit transactions' categories. Please see steps below: 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 futureVery popular

• Add, edit or remove tags

  Adding Tags There are scenarios where Emma might not be able to detect any tags. In this case, you can still add your own tags. However the edit button won't be there. You can click the three dots on the top right of the transaction page. This will open a menu at the bottom with an option to add your own tags. Editing and Removing Tags Emma automatically assigns custom tags to your transactions. If you want to edit a tag, simply click on the pencil icon next to the tag to make changeSome readers

• 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.chaFew 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 to Emma If your credit card is connected to 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-cateFew readers

• Rename a transaction

  Now you can rename transactions with Emma Pro. If you woud like to rename a transaction please see steps below: Click into a transaction Go to edit in the top right corner Clickl 'Rename transaction' Add the new name Click 'Save this name'Few readers

• Tracking cash transactions

  Looking to track your cash transactions in Emma? Follow the steps below to find out how: Go to the 'More' tab > 'Emma Pro' > 'Manual accounts' > 'Add a manual account' Create a manual current/checking account called 'Cash' Select the newly created cash manual account > 'Add a transaction' Add your cash transactions manually If you still need a hand, reach out to us via chat ('More' tab > 'Support' > 'Chat to a human') 👋Few readers