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Articles on:Budgeting
Set budgets and track recurring payments.

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  • Edit your budget
    Need to make edits to your budget? Choose what you need to change and follow the related steps below Editing your category budgets or total budget Go to Feed tab Scroll down and select Budgeting Select the pencil icon in the top right corner of the screen Select Edit Budget Select which Category you want to change or if you want to change your total budget, select your Total Budget Make the desired changes and select Save You're done!Few readers
  • What are Merchant Budgets?
    Merchant Budgets allow you to set budgets for specific merchants in Emma. To add a Merchant Budget, please follow these steps: Go to the Feed tab and scroll down to Analytics & budgeting Tap on the circle budgFew readers
  • How do I edit my Budgeting Period?
    Modify your budgeting period if you want to change to a monthly, weekly, variable date or fixed date cycle. Go to Feed tab Scroll down and select Budgeting Select the pencil icon in the top right corner of the screen Select Edit Budget Select Budgeting period Select your new budgeting period via the drop down menu at the top of the screen Make the desired changes and seleFew readers
  • Set-up your 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 buFew readers
  • Choosing your total budget
    Not sure what amount you should set as your total budget in Emma? Read on to learn what we recommend. The amount you set your total budget to will depend on a variety of factors including: If you need to put aside money to save, invest or pay off debt Your income How regular your income is The period in which you want you spend your total budget If you're not sure where to start, we recommend that you use your monthly average income as a starting point.Few readers
  • Set-up category budgets
    To set-up your category budgets, follow the steps below Go to Feed tab Scroll down and select Budgeting Select the pencil icon in the top right corner of the screen Select Edit Budget Select Category Budgets Select which category you'd like to create a budget for Make the desired changes and select Done Select Save. WaFew readers
  • Reset your budgets
    Want to reset your budgets? Follow these steps to reset your budgets in Emma. Go to the Feed tab Select Budgeting Select the pencil icon in the top right-hand corner Select Rest budgeting 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.Some readers

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