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Set budgets and track recurring payments.
How do I setup budgets?
This works the same for 🇺🇸🇨🇦🇬🇧. Once your Emma account is linked to a financial institution, creating budgets is extremely simple. These are the steps: Select the Analytics tab, which is the second tab from the left on the bottom bar In the top right-hand corner, select Budgets Either start by setting your total budget or setting your category budgets !(https://storage.crisp.chat
Difference between monthly and payday budgeting
Stuck on this screen? Read more below on the difference between the two and which one you should choose Payday to Payday Selecting Payday to Payday will sync your budget with when you get paid. Your budgeting period will start on the day you get paid and end on the day before your next pay. The payday you select is only responsible for when your budget starts and ends. [The amount
How do I disable budgets?
Budgets can be set and also changed. If you want to reset all your budgets in one go, see steps below: Click the 'Analytics' tab. Select 'Budgets' in the top right corner. Scroll down the list and you will see the "Disable" button at the bottom.
How do I see 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 to see your income, spending and summary for previous months. 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 to contact us via our live chat
Why can't I add more than one payday?
To set the budgeting period, we only need one payday. Any income that you receive will be tracked by Emma, regardless of whether it's received on payday 💰💰 If you want your total budget to include income not received on your selected payday, amend your total budget by going to the 'Analytics' tab -> 'Budgets' -> 'Total Budget' If you need help, reach out to us via chat and we'd be happy to help 😉
How do I edit my budgets?
To edit your budget, follow the steps below: Select the Analytics tab at the bottom of your screen Select Budgets in the top right-hand corner 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!