Rebekah MayWeâre super excited to announce the launch of our new search feature in Emma!
This new feature lets you easily search through all your transaction history, making it quicker than ever to find, edit, and manage all your spending.
How Do You Search?
Start by opening the Emma app and clicking on âsee allâ recent transactions.
Youâll now see all your transactions listed in date order. In the top right corner, youâll notice a magnifying glass. Click on the magnifying glass, and youâll be directed to the search page.
You can either search through your transactions by using the search box at the top of the screen, or you can use a combination of the 8 filters we have created.Â
Letâs take a look at what each of the filters does:
The Burger: đ
Every time you spend money with an account connected to Emma, weâll group your spending by different categories. The categories could be bills, business, cash, eating out etc.
With the burger icon, you can now search through all your transactions from a set category.
Want to quickly look at all the bills you paid last month, simply click on the burger and select the bills category. Want to review how much youâve spent on clothes this month, click on the shopping category. It doesnât get much easier than this!
The Shopping Bag: đ
If youâre less interested in seeing your transaction history by category type, and more interested in viewing it by merchant, then youâll want to click on the shopping bag filter.
From here weâll show you a list of all the merchants youâve ever shopped with! All you need to do is scroll down the list, and click on whichever merchant you want to view.
The Hashtag: #ď¸âŁ
Another popular feature in Emma is the use of tags. This feature is a quick way to separate transactions within high level categories.
For example, you might have a transaction which sits under the âtransportâ category. By using tags you can assign a more accurate purpose for that transaction by using the tags #train, #flight, or #fuel
Using the hashtag filter on our search, you can now scroll through all the different tags previously assigned. This extra level of details means youâll now be able to see exactly where youâve spent your money.
The Greater Than Arrow: đź
Interested in knowing what your largest transactions have been? Use the up arrow to filter your transactions over a set amount of money.
The Less Than Arrow: đ˝
Sometimes it can be all of the little expenses that add up. Use the down arrow to filter your transactions under a certain amount of money.
The Calendar: đ
Hereâs where things can get really detailed! Use the calendar filter to select a specific date range.Â
Select whether you want to view transactions from either this/last week, month, quarter, or year, or choose to view from the beginning of time!
If youâre on Android, your view will look slightly different from the image below – youâll just need to use the two dropdown boxes to select your time filters.Â
The Paperclip: đ
Emma lets you add receipts to your transactions so you can keep on top of your spending and track your expenses.Â
If you wanted to see a list of all the transactions with a receipt attached, use the paperclip filter.Â
The Bank: đŚ
The last filter that we want to talk about is the bank filter.
As you know, you can connect multiple accounts to Emma. You can add your current accounts, savings, investments, loans, and even pensions so you can view all your finances in one place.
This filter lets you search through transactions from a specific account connected to Emma, and is just another way we’ve tried to make managing your money super simple.
Using More Than One Filter
Whatâs great about the search feature in Emma is that you can use a combination of these filters together. This provides a really detailed view of your spending habits, and lets you drill down into specific areas of your spending.
For example, you could use the Merchant filter to see all your transactions from ASOS. You could then use the Tag filter to select #shoes, the Price Range filter to select over ÂŁ30 and the Date filter to select Last Year.
Hereâs what some of the Emma team have been searching for first:
Edoardo (CEO) – âIâve been using the search feature to track how much money Iâve been spending on takeoutâ
Joel (User & Community Success) – âIâve been searching my tags to see how much Iâve spent on my bike so farâ
Edouard (Growth) – âI wanted to see all the times Iâd spent less than ÂŁ10 on Amazon – all these little purchases definitely add up to big amounts!â
Bekki (Marketing) – âIâve been filtering on all the different high street retailers to see where Iâve been shopping the most!â
Summary
We hope you love the new search feature as much as we do! If youâve got any questions then feel free to reach out to us on Twitter, Instagram, Facebook, or on the Emma Community!
And if you want to read more about all the other amazing features on Emma, then make sure you click through to “How To Use Emma”!
Emma is a money management app that connects all your bank accounts to track your monthly spending and subscriptions. Emma will help you visualise and take control of your finances. Make sure you arenât overspending and show you practical steps to start budgeting effectively.
