If you'd like to filter transactions that you've already classified, click here for a tutorial.

We have made it easy to view and classify your transactions with the filter feature. You filter by date, expense/ revenue, purpose, and the card that was used. Here is how: 

Step 1: Open the Everlance app and tap on the Transactions button at the bottom of the screen

Step 2: When on the "Unclassified" Transaction page, click on the Edit icon (top right corner of the screen). 

Step 3: You will then get a dropdown menu to 'Select All' or 'Filter'. Tap 'Filter'. 

Step 4: Select the date, type of transaction (expense or revenue), purpose and then the card that was used, or keep some of the items blank and click 'Filter'

 

Step 5: The app will then only show the transactions that you have filtered for. Here you can click on the green bar at the bottom of the screen to 'Classify All As'

Step 6: After you click the green bar, you will be prompted to select the source to classify the transaction under. Select the Purpose and you are all set. 

As always we would love to hear from you. Contact us at support@everlance.com.