Classify Multiple Transactions at Once

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 and the card that was used. Here is how: 

Step 1: When on the "unclassified" transaction page, click on the filter icon (top right of screen)




Step 2: Select the date, type of transaction (expense or revenue) and then the card that was used, or keep that blank and click filter. 




Step 3: 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 batch classify the transactions. 




Step 4: After you have click the green bar, you will be prompted to select the source to classify the transaction under. Select and you are all set. 

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