How/Do people use Emma to keep track of tax allowances?

Maybe just UK specific, but do you use Emma to track where you are with your PSA and your ISA limits? If so, how do you have it set up? I find the exclusion of transfers makes it messier to get a total on these.

I don’t know how to deal with what you’re talking about, but I can say that in order to track future tax expenses that I need to pay later in the year, I mark them as a custom ‘Loan’.

So, for example, if I know that in January I will need to pay £10k for my Self Assessment Tax, I create a loan in order that I can recognise the ‘negative balance’ within the app.

Obviously it’s not a loan, but this is the best I can do. And it’s not completely wrong, because it is a future ‘cost’ I’m planning to incur.

(I guess you could do something similar, and use a custom loan which you slowly decrease as you pay money into your ISA. The loan sort of simulating that this is something that you’re actively paying through out the year.)