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Articles on:Emma Pro
All you need to know about Emma Pro

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  • About Emma
  • Credit Score
  • Emma Save 🇬🇧
  • Budgeting
  • Rent Reporting 🇬🇧
  • Recurring payments
  • Accounts
  • Fraud Detection
  • Transactions
  • Cashback
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  • Payments & Transfers 🇬🇧
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  • Emma Pro
  • Emma Ultimate
  • Security
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  • Open Banking 🇬🇧
  • Cryptocurrency & Blockchain
  • Account Settings
  • Emma Invest 🇬🇧
  • Export my data
    Exporting your data is available on Emma Pro and Emma Ultimate. You can export your Emma transactions to a spreadsheet, either as a one-off file or as a Google Sheet that updates automatically. What are my export options? Manual export: download an Excel (.xlsx) file of your transactions for the accounts and period you choose. Each Space has itsPopular
  • Create, edit and delete custom categories
    Custom categories are available on Emma Pro and Emma Ultimate. Custom categories let you sort your transactions in a way that suits you, alongside Emma's default categories. You can set budgets for them, and Emma [learns from your edits](https://help.emma-app.com/en/article/does-emma-learn-Some readers
  • Create offline accounts
    This feature is available on Emma Pro and Emma Ultimate 🐻 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
  • Smart Rules
    Smart Rules are available on Emma Pro and Emma Ultimate. Smart Rules keep your offline accounts up to date automatically. When a payment from one of your connected accounts matches a rule, Emma adds it to the offline account you've chosen and updates that account's balance. For example, ifSome readers
  • Creating manual transactions
    This is an Emma Pro and Emma Ultimate feature 🐻 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:Some readers
  • Advanced Transactions Editing
    This feature is available on Emma Pro and Emma Ultimate 🐻 With advanced transaction editing, you can now update the category, date, name, tags, and more for multiple transactions at once, 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 transactFew readers
  • Split a transaction
    Splitting transactions is available on Emma Pro and Emma Ultimate. You can split a transaction to assign it to more than one category. For example, if you buy groceries and home goods in one shop, you can split the payment between Groceries and Housing. How do I split a transaction? Open the transaction. You can [search for it](https://help.Few readers
  • Saving Goals
    This feature is available on Emma Pro and Emma Ultimate 🐻 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 andFew 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
  • Live Exports to Google Sheets
    What is Live Export? Live Export automatically sends your transactions directly to Google Sheets. Unlike the manual export feature, it provides a continuously updated spreadsheet containing all your synced transactions in a CSV format. As the app syncs with your accounts, any new transactions and changes to existing transactions are automatically reflected in the spreadsheet, so you'll always have an up-to-date record of your spending. Please note: This feature is exclusively availaFew readers
  • Rename a transaction
    This feature is available on Emma Pro and Emma Ultimate 🐻 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 the Recent transactions section and click See All Select the transaction yoFew readers
  • Can I customise my Feed in Emma?
    Customising your Feed and bottom bar is available on Emma Pro and Emma Ultimate. Personalise your Feed (main dashboard) by adding or removing widgets, and drag them to reorder. You can also choose which tabs appear in your bottom bar. Which widgets can I add to my Feed? Credit score Transactions Analytics & budgeting Recurring payments GrFew readers
  • Subcategories
    What are Subcategories? Subcategories allow you to go deeper into your spending analysis than ever before. Instead of simply seeing your spending grouped under a broad category like "Bills" or "Eating Out," you can now create a secondary layer for more precise tracking. For example, you can break down your spending like this: Bills can be split into Electricity, Water, and Internet. Eating Out can be split into Coffee, Lunch, and Dinner. This gives you a much clFew 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
  • Asset Value Tracking
    What is Asset Valuation Tracking? This feature allows you to monitor the changing worth of your valuable physical assets directly within the app. It is perfect for tracking items that appreciate or depreciate in value. This gives you a more accurate picture of your overall Net Worth. You can track the value of your: Vehicles (cars, motorbikes, etc.) Properties (homes, investment properties, etc.) Other high-value assets (art, jewellery, large collections, etc.) The feaFew 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

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