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Transactions & Categories
Edit categories, exclude transactions, add notes, what else?
How do I edit a transaction category?
Emma allows you to edit transactions' categories. These are the steps: Select a transaction. Click on the category button. Select a category. Select similar transactions, if you want to do a multiple edit. Confirm your edit and go back. Learning previous edits Emma is able to learn from your past edits. If you make three ore more changes for a similar transaction, the app will be able to remember your previous edits and adapt future transactions. Custom categories
How to add payday
This works the same for 🇺🇸🇬🇧🇨🇦. Payday helps you sync all your budgets to a specific date. This will also enable you to track how many days are left to your next pay cheque. You can set up Payday in two ways, either directly from the feed or from More. There is an option called "Payday". Supported paydays Every week Every two weeks Every four weeks Fixed Date Dynamic Dates (including last working day of the month) !(https://storage.crisp.chat/users/helpdesk/website/a
How do I edit or add custom tags?
Editing custom tags Emma automatically assigns custom tags to your transactions. If you want to remove them or add more, simply click on the edit button next to the tags, to make changes. Adding custom tags There are scenarios where Emma might not be able to detect any tags. In this case, you can still add your own tags. However the edit button won't be there. You can click the three dots on the top right of the transaction page. This will open a menu at the bottom with an option t
How do I use tags?
Tags are a quick way to separate transactions within high level categories. A quick and easy example is all the transactions in the category Transport that can be split by #publictransport and #fuel. If you want to know how to add a tag, please visit: How do I edit or add custom tags?
How do I add a note to a transaction?
Adding a note to a transaction is an extremely simple step. Click on the transaction. Click on "Add Note". Type your note. Click on Save. The note will show on the transaction page. How to edit an existing note In this case the process is similar. Instead of clicking on "Add note", which should have disappeared, click on the existing note to edit it.
How can I create custom categories?
This feature is available in Emma Pro.