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Transactions & Categories
Edit categories, exclude transactions, add notes, what else?
Add, edit or remove 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. Adding Tags There are scenarios where Emma might not be able to detect any tags. In this case, you can still add your own tags. To do this, follow these steps Select the transaction you wan
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 n
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/upload-a-receipt_ft
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 'Confirm merchant'
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', t
Amend pending transactions
Why can't I amend pending transactions? Because pending transactions are temporary and the date, name or amount of the transaction can change when it's non-pending, it's a challenge to accurately track which transactions you've made changes to and apply these changes. We want to get it right so you won't be able to amend pending transactions just yet. Don't despair! We know it's a big challenge but Emma is always getting better so keep an eye out as things might change in the future 😉 **No
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/326948
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 se