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 firstname.lastname@example.org or by phone at (872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9am-4pm EST on weekends.