As a Premium member, you can enjoy our simplest way to track your expense and revenue. You will need to start by entering in your bank or credit/debit card info. Here is how:
Step 1: Go to Settings (icon on top left of screen) and click "Bank/Card Integration."
Step 2: Click Add Bank or Credit Card, then select your bank/card provider, or tap the search bar to look for your bank/card.
Step 3: Login with your online bank info
Step 4: Select the account(s) that you would Everlance to show transactions from, then select the date range of transactions you'd like to see.
Step 5: Sit back and relax and we will notify you when your transactions are ready to be viewed (this may take up to 1 hour).
We love hearing from you! Support can be reached at support@everlance.com or by phone at (872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9am-4pm EST on weekends.
Comments
3 comments
This app really makes our work easier, thanks.
Hi David, we are glad that we can be a great solution for you. We appreciate the kind words and please let us know if there is anything we can help with in the future!
My bank account is not on there
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