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 readers2x Cashback Rewards
Get more bang for your buck with 2x cashback at a variety of retailers in Emma!
How do I get 2x cashback?
To get cashback in Emma, follow the steps below
Go to the More tab > Select Cashback
Select the retailer you'd like to make a purchase from. You'll then be redirected to their website
Purchase the desired items
Presto! You'reFew readersRolling 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 readersMake 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 readersCreate, 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.
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