• Change a transaction category

  To change a transaction category, follow these steps: Change transaction categories Select the transaction you'd like to change the category of Click on the Category button underneath the transaction name Select the category you want the transaction categorised as Click Select All if you want to apply this category to all transactions from the same merchant Click on Apply edit at the bottom of the screen Mass update transaction categories You can also upFew readers

• Exclude a transaction

  Excluding a transaction will stop it from being counted towards your spending - If you don't want a transaction to be included in your analytics, exclude it 🛑 This feature is particularly useful if you have made a transfer from one of your bank accounts to another and the transfer is now included in your Income. There are three ways to exclude transactions: Excluding one transaction Find and select the transaction you want to be excluded in Recent Transactions section of theFew readers

• Add, edit or remove tags

  Tags are a quick way to group transactions instead of the using transactions categories. A quick and easy example would be creating tags like train flight and fuel for transactions under the category 'Transport'. Once a tag has been set, you can see spending by tag by selecting the tag in the transaction. Adding Tags There are scenarios where Emma might not automatically apply a tag. In this case, you can still add your own tags. If your transaction already has tags added to it butFew readers

• Add or change transaction logos

  Have a transaction that isn't showing the right logo or any logo at all? It's likely that Emma can't match the merchant with a merchant in our database or has made an incorrect match. To change or add a logo, follow the steps below. Select the transaction which needs amending Scroll to the bottom Under Something wrong?, select Improve the logo and name Enter the merchant's official twitter handle and click nextFew readers

• Add or remove receipts

  Emma lets you add receipts to your transactions so you can keep on top of your spending and track expenses! To add a receipt follow these simple steps: Click the transaction you would like to add a receipt to Scroll down and select Receipt Select Take a photo of your receipt or Choose from Library This will save automatically 😃 To view your receipt, just click on the image. Can I add multiple receipts to a transaction? You can indeed! Click the camera button next toFew readers

• I can’t see historical transaction data

  When you first connect your bank account to Emma, we only sync approximately the previous 12 months of your transaction history from the bank account you connect. So if you connected your bank account on the 1st of January this year, it will only show data to the 1st of January of the previous year This does not mean Emma will only ever show one previous year of data as it only applies to newly connected accounts. If your account has been connected for a number of years, this means we will shoFew readers

• Change the date of a transaction

  To change the date of a transaction, please follow these steps: Go the Feed tab and select your Transactions Find the transaction you want to edit and tap on it Tap on the date at the top Set the new date and tap Save The transaction date will now be updated and you can repeatFew readers

• Why are transfers counted as spending?

  When both accounts you transfer between are connected to Emma, the transactions will automatically be categorised as 'Excluded'. We do this so the transfers are not double-counted in your analytics. If both accounts are not connected in Emma, the transfers will not be automatically excluded. There may be cases where the transfers don’t get recognised and are not automatically excluded. If this happens, you can manually mark them as Excluded by following this guide (https://www.google.com/Few readers

• Can I import transaction data into Emma using a CSV file?

  It is not possible to upload data to Emma using a CSV file or any other file types. If you would like to add transactions manually, you can use the offline accounts feature with Emma Pro or Ultimate.Few readers

• Add, edit or remove notes

  Notes help give context to your transactions ✍️ Adding a note To add a note: Click on the transaction. Click on Add note Type your note Click on Save Editing a note To edit a note: Click on the transaction Click on the existing note Edit the note and select Save Removing a Note To remove a Note: Click on the transaction Click on the existing note Remove the note and select SaveFew readers

• Amend pending transactions

  Looking to amend a pending transaction? Currently in Emma, you can't amend pending transactions. When you make a purchase, there are multiple steps that go on behind the scenes between your bank and the merchant/retailer. Pending transactions are temporary and are created to display purchases you've made. They're pending, however, because your bank hasn't yet paid the merchant on your behalf. Once your bank has paid the merchant, the pending transaction will be deleted and a new, non-Some readers