• 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 upSome 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 theSome 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

• 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

• I can’t see historical transaction data

  When you first connect your bank account to Emma via Open Banking, we 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 is due to Open Banking regulations. 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 beenFew 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

• 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

• 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

• Can I reset my Emma data?

  Your Emma data, if editable, can be changed at any time and however you like in the app. We highly encourage customers to use the editing functionality provided to revert any changes they have made and continue using the product. For budgeting, we provide a reset functionality, while for transactions you are free to use the multi-editing functionality which is available for categories, references and tags.Few readers

• Some of my transactions are missing

  Occasionally you may find that you have some transactions missing from one or all of your bank connections. There can be a few possible reasons for this. You haven't used the app for a while When connecting a bank via Open Banking, you need to renew your consent for Emma to access the data every 90 days. This means that if you don't use Emma for 6 months, and then you login in again and renew your access, you mayFew readers

• I don't recognise a transaction

  If you see a transaction in your Emma app that you don't recognise, it's important to remember that Emma aggregates your transactions directly from your linked bank accounts. Emma doesn't create transactions itself; we only display information provided by your bank. If you're unsure about a transaction: Check the original bank account directly through your online banking or banking app. Contact your bank directly if you suspect unauthorized activity or fraudulent charges. Emma providFew readers

• Why are some transactions pending in my banking app and not in Emma?

  You might notice that a transaction appears as "pending" in your banking app, but in Emma, it looks like it’s already settled. This isn’t a bug — it’s by design. In Emma, if we don’t label some transactions as pending it means we’re confident they’ll go through. By treating them as settled, we allow you to edit, categorise, and see them reflected in your analytics and budgets right away. Pending transactions in Emma are not editable and don’t count toward your budgeting or reports. So when weFew readers

• Search for a transaction

  You can use the transaction search to find individual or multiple transactions, based on a variety of factors. When on the Feed tap See all next to Transactions to view all your transactions. This will bring up the Transaction search at the top of your screen. When you tap in the search bar, and number of icons will appear above your keyboard. These will allow you to filter your transactions - you can combine the filters to find just what you're looking for! (https://storageFew readers

• Does Emma learn from my past category edits?

  Yes! Emma learns from your edits. If you change the category for a transaction, future transactions with the same reference will automatically follow the new category—as long as most of your past transactions with that reference use it. For example: If you have 10 past transactions with a certain reference: 4 transactions marked as 'Category 1' 3 transactions marked as 'Category 2' 3 transactions marked as 'Category 3' Then, your new transaction will be automaticaFew 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-Popular