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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 c
How do I add a 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 in the Analytics tab. To edit via the 'Feed' tab, follow the steps blow Go the 'Feed' tab 'This Pay Period' or 'This Month' Select pencil icon in top right-hand corner or 'Set-up Payday' Supported paydays Every week Every two weeks
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
Can I create manual transactions?
Yes, you can! 😀 With Emma Pro, 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/3269483e4a89
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' tab and scroll down to 'Recent Transactions' Click the transaction you would like to exclude Scroll down and slide the 'Exclude transaction' button This will then b
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.
How should I handle credit card repayments?
Hey you 👋 Depending on how you've set your Emma up, there's a number of ways you can handle credit card repayments 💳 My credit card is connected to Emma If your credit card is connected to Emma, credit card repayments should always be categorised as 'excluded'. This is so your repayments don't throw off your analytics. While Emma should exclude your credit card repayments automatically, if you find this isn't happening, re-categorise them manually(/en/article/how-do-i-edit-a-trans
What are 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. 💪
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 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
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
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'
What are custom category Emojis?
Custom Category Emojis is a feature we offer with Emma Pro 💎 With this fun feature, you can now add Emojis to represent your spending in the app! You can find out more about Emma Pro here.
Can I rename multiple transactions?
Yes, you can! 😃 With Emma Pro you can rename multiple transactions in one go! You can find out more about Emma Pro'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 wo
Why can't I amend pending transactions?
What are pending transactions? When you make a purchase, several things happen behind the scenes. The merchant asks your bank if you have enough money to pay for what you're buying 💰 If the bank confirms, it'll put this money aside. The money put aside is the pending transaction and is temporary The merchant then tells your bank how much the final amount was The bank sends the merchant your money When a transaction is no longer pending, your bank deletes it and
How do I see transactions from previous months?
Curious about what you've spent your hard earned money on in the past? Find historical transactions from previous months 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 you're looking for !(https://storage.crisp.chat/users/helpdesk/website/3269483e4a898e00/img_0440
How do I track cash transactions?
Looking to track your cash transactions in Emma? Follow the steps below to find out how: Go to the 'More' tab > 'Emma Pro' > 'Manual accounts' > 'Add a manual account' Create a manual current/checking account called 'Cash' Select the newly created cash manual account > 'Add a transaction' Add your cash transactions manually If you still need a hand, reach out to us via chat ('More' tab > 'Support' > 'Chat to a human') 👋
Where can I find my bank fees?
To see how much you're paying in bank fees, follow the steps below Go to the More tab Select Bank Fees If you have bank fees that aren't showing, send us a screenshot of the bank fees that are missing via chat (More tab > Support > Chat to a human). Our team can then update Emma's bank fees database. Down with bank fees! 💪