Looking to find a specific transaction? Our transaction filter is just for you! 

Step 1: Tap the Transactions tab

Step 2: Choose ALL Transactions, then tap "Edit" in the far right corner.

Step 3: Tap "Filter."

Step 4: Once you select "Filter" and you'll see the options below. Since All includes classified transactions, you're able to narrow down your results according to date, Purpose, etc. Tap Filter once you're ready to see your results.

Step 5: The app will tell you how many transactions were filtered according to the options you selected. Tap Classify All As

Step 6. Now, you can choose what you'd like to do with the filtered transactions. You can choose to delete or classify to your categories.

Step 7: Choose to confirm the action you'd like the app to perform:  

If you'd like to filter Unclassified transactions, click here.

Have questions? You can email us at support@everlance.com. Or you can contact us at (872) 814-6308 (USA Only). Our Live Support hours are 9am-5pm EST Monday-Friday and 9am-1pm EST on weekends.