Emma App

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• 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: You have a savings accountFew readers

• Rolling Budgets

  Rolling Budgets are now available in Emma 🎉 Rolling Budgets allow you to transfer leftover budget allowances to your next pay period. For example, you have a £200 monthly grocery budget but you only spend £160 this month. The remaining £40 will be added to your budget next month. To activate Rolling Budgets, follow these steps Go to the Analytics tab Select Budgets in the top right-hand corner Scroll to the very bottom and enablFew readers

• Savings Goals

  We present, Savings Goals! Use Savings Goals to set targets for your savings accounts and track your progress. To do this, follow the steps below Go to the Accounts Select Savings Select the savings account you want to set a Savings Goal for Select + Set a savings goal Enter the required information Select Save Enjoy your new Savings Goal! If you don't see this option in your Emma App, make sure it's updated to theFew readers

• Make your net worth accurate

  In Emma, you can track your net worth over time! 🎉 With Emma Pro, you can now add an asset or loan to your net worth to make it more accurate. To do this, follow the steps below: Go to the Feed tab and select Net Worth Add an asset or loan by selecting Add Change the value of an asset, offline saving/investment account or loanFew 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 options to categorise your transactions to. You can also set budgets against these new categories. ![](https://storage.crisp.chat/users/helPopular

• 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 More tab SelectSome readers

• Advanced Transactions Editing

  With advanced transactions editing, you can update the category of multiple transactions regardless of the merchant. You may do this to make your spending more accurately categorised. To do this, follow the steps below: Go to the Feed tab Next to Recent Transactions, select See All Select the pencil icon in the top-right hanFew readers

• Creating manual transactions in offline accounts

  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: Go to the 'Accounts' tab Select the manual account you would like to add the manual transaction to Add the transaction amount Add the transaction nameFew readers

• Rename a transaction

  You may need to rename a transaction if the transaction name provided by your bank isn't sufficient. To rename a transaction, follow the steps below: Click into a transaction Go to edit in the top right corner Click 'Rename transaction' Add the new name Click 'Save this name' To rename multiple transactions follow these simple steps: Click the transaction you would like to rename Select 'Settings' in the top right cornerFew 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 manually create transactions and update the balance. Common uses for offline accounts include Tracking cash purchasesPopular

• Split a transaction

  What is splitting a tranaction? 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: ClickFew readers

• Tracking cash transactions

  Looking to track your cash transactions in Emma? Follow the steps below to find out how: Go to the More tab > **Emma Pro **> **Offline Account **> Add an Offline Account Create a manual current/checking account called 'Cash' Select the newly created cash manual account > Add a transaction Add your cash transactions manually If you still need a hand, reach out to us via chat ('More' tab > 'Support' > 'Chat to a human') 👋Few readers