• Create, edit and delete custom categories

  What are custom categories? Custom categories allow you to create transaction categories that make sense to you. Creating new categories gives you more unique, custom options to categorise your transactions (https://help.emma-app.com/en/article/chaSome readers

• Create offline accounts

  What is an offline account? This feature allows you to manually create any kind of account. This is particularly useful if you have an account that isn't supported in Emma but still want to track it. Offline accounts behave in the same way as your other bank account except you will need to both mSome readers

• Export my data

  What does exporting my data mean? From time to time, you may like to see your transactional data sorted in Emma on a spreadsheet. You can export all your transactional data in Emma to a CSV file which you can then use on a spreadsheet. How do I export my data? Go to the Emma Feed tab 2Some readers

• Smart Rules

  Behold, Smart Rules! 💥 Smart Rules allow you to link your Offline Accounts with regular transactions. Once linked, Emma can automatically add transactions and change the balance of your Offline Account. How does it work?Some readers

• Split a transaction

  What is transaction splitting? You may want to split a transaction if part of the transaction needs to be differentiated from the rest. For example, you purchase from a store that sells both groceries and home goods. You may want to split the transaction into two, assign one to groceries and one tSome readers

• Creating manual transactions

  Do you have an Offline Account you want to add transactions to? Follow the steps below to find out how. You can create both incoming and outgoing transactions. To create a manual transaction to an Offline Account, follow the steps below: Creating a manual transaction Select the offline account you would like to add a transaction to from your list of accounts at the top of EmmaFew readers

• Advanced Transactions Editing

  With advanced transactions editing, you can update the category of multiple transactions regardless of the merchant. You may want to do this to reorganise your spending into custom categories, or if you've noticed the categories Emma added some of your transactions to are not quite the right fit. ToFew readers

• Saving Goals

  Use Savings Goals to set savings targets for your savings accounts and track your progress 💪 To do this, follow the steps below: Creating a savings goal Go to the Feed tab Tap on Savings Select one of your Savings accounts Tap Add a goal Add your Goal amount and *Few readers

• Tracking cash transactions

  Looking to track your cash transactions in Emma? Follow the steps below to find out how: Tracking cash transactions Go to Feed tab Tap on the + add button Select Offline Accounts Select the account type Create new manual Current/Checking account called "Cash" Select the newly created Cash account and click on Add a transaction Pro tip: You can create both Income (credit) and Expense (debit) transactions Fill in your cash transaction detailsFew readers

• Rename a transaction

  You may need to rename a transaction if the transaction name provided by your bank isn't quite right. To rename a transaction, follow the steps below: Renaming a transaction Go to Emma Feed tab Go to Recent transactions section and click See All Select the transaction you'd lFew readers

• Can I customise my Feed in Emma?

  It is possible to add or remove widgets from your Feed tab including Analytics & Budgeting, Transactions, Recurring payments, Save Money, Rent Reporting, Fraud Detection and Complete setup. To customise your Feed tab, please follow these steps: Go to the Feed tab Scroll to the bottom and tap on OrganFew readers

• I have Emma Pro, but I'm being asked to upgrade

  When you're subscribed to Emma Pro you'll be able to link unlimited personal bank logins to Emma. If you're subscribed to Emma Pro, and you see the 'upgrade' button next to one of your bank logins, you have added a business bank account. Business bank accounts are supported on our Emma Ultimate plan, which is why you're seeing this message when subscribed toFew readers

• What is Emma Pro?

  Emma Pro is one of our subscription options that provides you with more features than the free, default version of Emma and our lower subscription option, Emma Plus. Features available These are the features currently available in Emma Pro: Unlimited bank logins Bank Transfers up to £3,000 🇬🇧 Cashback (https://help.emma-app.com/en/article/emma-cashPopular