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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. Please see steps below: Select a transaction. Click on the category button. Select a category. Click 'Select All' if you want to apply this category to all transactions. Confirm your edit and go back. Learning previous edits Emma is able to learn from your past edits. If you make three or more changes to a similar transaction, the app will be able to remember your previous edits and adapt future transactions. Custom
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
What are tags?
Tags are a quick way to separate transactions within high level categories. A quick and easy example would be creating tags like #train #flight and #fuel for transactions under the category 'Transport'. You can then also filter what you spent across a certain period of time via tags in your feed. If you want to know how to add a tag, please visit: How do I edit or add custom tags?
How can I create custom categories?
This feature is available in Emma Pro. With this feature you can create custom categories and set budgets against them. To create a custom category follow these steps: Click 'More' in the bottom right corner Go to 'Emma Pro' Go to Custom categories at the top Click the + icon and choose a name Click next and choose a colour Click 'Confirm Category' How do I delete a custom category? To delete a custom category click the category and c
How do I add a note to a transaction?
Adding a note to a transaction is extremely easy with Emma. See instructions below: 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.
What is split transactions?
Split transactions is a feature available in Emma Pro. With this feature you can split a transaction multiple times and put each amount under different categories. An example of this would be buying groceries and fuel at a petrol garage. Well now you can split the transaction and put one amount under groceries and one under transport. We created this feature so that you can budget more accurately. 💪
Can I create manual transactions?
Yes, you can! 😀 With EmmaPro, you can create manual accounts and update this balance. Within each manual account, you can also create manual transactions to track your spending. To create a manual transaction: Go to the 'Accounts' tab Click the manual account you would like to add the transaction to Add the transaction amount Add the transaction name Choose a category Select the transaction date Click Save !(https://storage.crisp.chat/users/helpdesk/website/3269483e4a898
How do I exclude a transaction?
If you have made a transfer internally from one of your bank accounts to another it might show up as income. If there is a transaction that you would like to exclude these quick and simple steps will help you: Go to your feed and scroll down to transactions Click the transaction you would like to exclude Scroll down and slide the 'Exclude transaction' button This will then be excluded from
How do I split a transaction?
You can split transactions with Emma Pro. If you would like to split a transaction you can follow the steps below: Click a transaction Click edit in the top right corner Select 'Split transaction' Reminder: You can split more than twice. Select a category for each split. Add the amounts Click save Once you have added one transaction, Emma will work out the amount for the last transaction. To see what other features are available in Emma Pro check out the article below: [What
How do I add a receipt to a transaction?
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 to the bottom and click 'Upload a Receipt' 'Take a photo' of your receipt or 'choose one from Library' This will save automatically 😃 To view your receipt, just click on the image. !(https://storage.crisp.chat/users/helpdesk/website/3269483e4a898e00/upload-a-receipt_ft
How do I change a merchant logo?
If a merchant logo is showing up incorrectly or is not being recognised because they are a small indpendant store, you can do the following: Click the transaction which has the wrong logo Scroll to the bottom Select 'Help us improve the logo and name!' Enter the merchant's official twitter handle and click next Click 'Confirm merchant' All logos are reviewed manually so please be patient whilst we amend them. !(https://storage.crisp.chat/users/helpdesk/website/3269483e4a898e00
How do I rename a transaction?
Now you can rename transactions with Emma Pro. If you woud like to rename a transaction please see steps below: Click into a transaction Go to edit in the top right corner Clickl 'Rename transaction' Add the new name Click 'Save this name'
Can I Rename Multiple Transactions?
Yes, you can! 😃 With EmmaPro you can rename multiple transactions in one go! You can find out more about EmmaPro's features here. To rename multiple transactions follow these simple steps: Click the transaction you would like to rename Select 'Settings' in the top right corner Click 'Rename Transaction' Add the new name Click 'Save this name' 'Select all' in the top right corner or select the transactions you woul
What are Custom Category Emojis?
Custom Category Emojis is a feature we offer with EmmaPro 💎 With this fun feature, you can now add Emojis to represent your spending in the app! You can find out more about EmmaPro here.