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

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  • Emma Save 🇬🇧
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  • About Emma
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  • Transactions
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  • Payments & Transfers 🇬🇧
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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 maFew readers
  • Smart Rules
    This feature is available on Emma Pro and Emma Ultimate 🐻 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? WheFew 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 🎁🎉 How it works To be eligible for cashback, follow the steps below Go the Emma Pro / Ultimate tab Scroll down to Everyday Benefits Select CashbFew 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
  • 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 theFew 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
  • 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
  • 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 🎉 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 RolFew 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: Higher Interest Rates 🤑 Custom Categories 🧙‍♂️ Set Savings Goals (httpsPopular

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