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Budgets & Subscriptions
Set budgets and track recurring payments.
How to 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: Login to the app. Go to Analytics, which is the second tab from the left. Click on the top right button: "Budgets" If you then click on "Create budgets", you will then see the following screen: !(
What are inactive subscriptions?
Subscriptions can be both active or inactive. If Emma detects them as inactive, this means that you are no longer being charged. It can be the case of an old energy provider or mobile contract, which you are not currently using. !(https://storage.crisp.chat/users/helpdesk/website/a11d08d8-776b-4622-a7e6-c05cac859120/070bdb47-a85f-49fd-814c-d8a5
How to add a subscription
Emma is able to detect every recurring payments you might have, from direct debits to standing orders to normal purchases. However, we might make some mistakes from time to time, so if we are not able to detect a recurring payment for you, there is an option to add it. Adding a subscription Scroll down the list of recurring payments and click on "Anything missing? Add your own". !(https://storage.crisp.chat/users/helpdesk/website/a11d08d8-776b-4622-a7e6-c05cac859120/15b9a86c-1ca
How do I edit a subscription?
Subscriptions can be changed to active/inactive or marked as incorrect. The last option will remove the subscription from your Emma account. We advise to use this when a mistake has been made.
How to disable budgets
Budgets can be set and also changed. If you want to reset all your budgets in one go, you can go to the budgets view and click on the "Disable all" button at the end of the list. These are the steps to take: Click on the second tab to the left "Analytics". Select Budgets from the top right button. Scroll down to the list of budgets and click on the edit button. Scroll down the list and you will see a "Disable" button. !(https://storage.crisp.chat/users/helpdesk/website/a11d0