Emma App
  • English
Go to website
Back
Articles on:Emma Pro
All you need to know about Emma Pro

Categories

  • Analytics
  • Budgeting
  • Subscriptions
  • Accounts
  • Transactions
  • Emma Rewards
  • Payments & Transfers πŸ‡¬πŸ‡§
  • Emma Upgrades
  • Emma Plus
  • Emma Pro
  • Emma Ultimate
  • Security
  • About Emma
  • Open Banking πŸ‡¬πŸ‡§
  • Cryptocurrency & Blockchain
  • Account Settings
  • Investments πŸ‡¬πŸ‡§
  • 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 maFew 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](https://help.emma-app.com/en/article/chanFew readers
  • Emma Cashback
    Emma Cashback are cashback rewards that we offer inside of the app πŸŽπŸŽ‰ How it works To be eligible for cashback, follow the steps below Go the Emma Pro tab Scroll down to Everyday Benefits Select Cashback BrFew 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 taFew readers
  • Smart Rules
    This feature is available on Emma Pro and Emma Ultimate 🐻 Behold, Smart Rules! πŸ’₯ 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? WheFew 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
  • 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 tFew 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
  • Rolling Budgets
    Rolling Budgets are now available in Emma πŸŽ‰ Rolling Budgets allow you to transfer leftover budget allowances to your next budget period. For example, you have a Β£200 monthly grocery budget but you only spent Β£160 this month. The remaining Β£40 will be added to your budget next month. To activate RolFew readers
  • Saving Goals
    Use Savings Goals to set savings targets for your savings accounts and track your progress πŸ’ͺ 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 theFew 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
  • 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
  • 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: Custom Categories πŸ§™β€β™‚οΈ Set Savings Goals🌴 [Exporting Your Data](https://help.emma-app.com/en/arVery popular

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email

Β© 2022 Emma App

We run on Crisp Knowledge.