Emma App

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• 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 manually create transactions and update the balance. Common uses for offline accounts include: Tracking cash purchasesFew readers

• 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. You can also set budgets against these new categories. To create a custom categorFew readers

• Emma Cashback

  How it works To be eligible for cashback, follow the steps below Go the Emma Pro tab Scroll down to Everyday Benefits Select Cashback Browse our offers and select the retailer you want to make a purchase from You'll be directed to a unique link for that retailer - make your purchase via this link You're all done! 💵Few 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? When you make a transaction to an account not linked in Emma, the transfer will be detected automatically and will show on your Offline Account. Example: YoFew readers

• Rolling Budgets

  Rolling Budgets are now available in Emma 🎉 Rolling Budgets allow you to transfer leftover budget allowances to your next budget period. For example, you have a £200 monthly grocery budget but you only spent £160 this month. The remaining £40 will be added to your budget next month. To activate Rolling Budgets, follow these steps: Setting up a Rolling Budget Go to the Feed tab Scroll down to Analytics section Click on **Few 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 Click on your Profile icon in the top left corner of the screen Scroll down to Profile section Select **Few 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 to housing. If you would like to split a transaction you can follow the steps below: SpliFew 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. To do this, follow the steps below: Advance transaction editing Go to Emma Feed tab Scroll down to Recent Transactions section and press **See AFew 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 Emma Pro tab Scroll down to ** Investments &Savings** Select Set Savings Goals Select Add new Choose the savings Account you want to set a goal for, your Goal Value, and Finish Date Select Save Enjoy your new Savings Goal! Having trouble setFew 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, follow the steps below: Creating a manual transaction Select the manual account you would like to add a transaction to from your list of account at the top of Emma Feed tab Select **AFew 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 like to rename from your transactions list - you can use the search icon in the top right corner of the screen to help you locate it Click the Rename bFew 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 Emma Pro tab Scroll down to Custom Experience Select **Offline Accounts ** Select Add New 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 dFew 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 other subscription option, Emma Plus. Features available These are the features currently available in Emma Pro: Custom Categories 🧙‍♂️ Set Savings Goals🌴 [Exporting Your Data](https://help.emma-app.com/en/arVery popular