new emma feature

How To Use The New Emma Search Feature

We’re 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 “see all” recent transactions. 

You’ll now see all your transactions listed in date order. In the top right corner, you’ll notice a magnifying glass. Click on the magnifying glass, and you’ll be directed to the search page. 

You can either search by using the search box at the top of the screen, or you can use a combination of the 7 filters we have created. 

Let’s take a look at what each of the filters does:

The Burger: 🍔 

Every time you spend money with an account connected to Emma, we’ll 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 you’ve spent on clothes this month, click on the shopping category. It doesn’t get much easier than this! 

The Shopping Bag: 🛍

If you’re less interested in seeing your transaction history by category type, and more interested in viewing it by merchant, then you’ll want to click on the shopping bag filter. 

From here we’ll show you a list of all the merchants you’ve ever shopped with! All you need to do is scroll down the list, and click on whichever merchant you want to view. 

The Hashtag: #️⃣

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 “transport” 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 you’ll now be able to see exactly where you’ve spent your money. 

The Greater Than Arrow: 🔼

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: 🔽

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: 📆

Here’s where things can get really detailed! Use the calendar filter to select a specified date range. 

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 you’re on Android, your view will look slightly different – you’ll just need to use the two dropdown boxes to select your time filters. 

The Paperclip: 📎

And lastly, Emma lets you add receipts to your transactions so you can keep on top of your spending and track your expenses. 

If you wanted to see a list of all the transactions with a receipt attached, use the paperclip filter. 

Using More Than One Filter

What’s 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 £30 and the Date filter to select Last Year. 

Here’s what some of the Emma team have been searching for first: 

Edoardo (CEO) – “I’ve been using the search feature to track how much money I’ve been spending on takeout” 

Joel (User & Community Success) –  “I’ve been searching my tags to see how much I’ve spent on my bike so far” 

Edouard (Growth)  – “I wanted to see all the times I’d spent less than £10 on Amazon – all these little purchases definitely add up to big amounts!” 

Bekki (Marketing) – “I’ve been filtering on all the different high street retailers to see where I’ve been shopping the most!” 

Summary

We hope you love the new search feature as much as we do! If you’ve 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 aren’t overspending and show you practical steps to start budgeting effectively. 

Rebekah May

I'm Bekki and I'm the Junior Marketing Manager at Emma. I'm a foodie-loving Londoner who likes nothing more than helping people with their finances!