Emma App

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• Add, edit or remove tags

  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 track spending by tag by selecting the tag in the transaction or go to the Feed tab > Scroll down to the What Did I Spend section. Adding Tags There are scenarios where Emma might not be able to detect any tags. In this case, you can still add youSome 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 nFew 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 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/add-receipt_2qjdFew 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 Select Help us improve the logo and name! Enter the merchant's official twitter handle and click next Click **ConfirmFew readers

• I can't find a transaction?

  Just like other things in life, sometimes transactions in Emma can get lost 🚘🔑🐶📱👵 Did you know you can search for transactions by name, tag or note? Go to the Accounts tab -> Select the magnifying glass in the top-left hand corner 🔎 If you still can't find a transaction, here's a number of reasons why and how to solve them. 1. The transaction has been categorised as 'excluded' Transactions can sometimes be categorised as 'excluded' incorrectly. If they're categorised as 'excluded',Few readers

• Amend pending transactions

  Looking to amend a pending transaction? 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-pending transaction created in its place. The date, name or amoFew readers

• See historical transactions

  Curious about what you've spent your hard earned money on in the past? Find historical transactions for previous month/pay periods by following the steps below: Go to the 'Analytics' tab Swipe right on the circle graph at the top of the screen as shown below until you get to the month/pay period you're looking for ![](https://storage.crisp.chat/users/helpdesk/website/326948Few readers

• Remove duplicated transactions

  Seeing duplicated transactions? The most common cause of duplicated transactions are duplicated bank connections. Duplicated bank connections are caused by adding your bank to Emma more than once. To check whether your bank has been connected more than once and to delete the duplicate, follow these steps Go to the More tab Select the Settings icon in the top right-hand corner Select Bank Logins Select Delete underneath the duplicated bank connection If you're seFew readers