How to Set Up Automatic Transactions

As a Premium member, you can enjoy our simplest way to track your expense and revenue with our Automatic Transactions feature. You will need to start by entering your bank or credit/debit card info.

To begin, select your device:

Step 1: From the Everlance app, tap on the 'Settings' icon from the top right corner of the screen.

Home

Step 2: From the side menu, select 'Bank/Card Integration'

Step 3: Tap 'Sync your credit card'

Step 4: The following message will pop up. This gives us permission to sync your bank information with the app. Tap the black 'Continue' button.

Step 5: Select your bank/card provider, or tap the search bar to look for your bank/card.

Step 6: Log in with your online bank info

Step 7: Verify your identity

Step 8: 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 8: Sit back and relax and we will notify you when your transactions are ready to be viewed (this may take up to 1 hour).

Step 1: From the Web Dashboard, click on 'Settings'

Step 2: Click on 'Banks & Cards'

Step 3: Click 'Add Bank or Credit Card'

Step 4: The following message will pop up. This gives us permission to sync your bank information with the app. Tap the black 'Continue' button.

Screen

Step 5: Select your bank/card provider, or tap the search bar to look for your bank/card.

Screen

Step 6: Log in with your online bank info

Step 7: Select the account(s) that you would Everlance to show transactions from, then select the date range of transactions you'd like to see.

Screen

Step 8: Sit back and relax and we will notify you when your transactions are ready to be viewed (this may take up to 1 hour).

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.

Articles in this section

Step 1: From the Everlance app, tap on the 'Settings' icon from the top right corner of the screen.

Step 2: From the side menu, select 'Bank/Card Integration'

Step 3: Tap 'Sync your credit card'

Step 4: The following message will pop up. This gives us permission to sync your bank information with the app. Tap the black 'Continue' button.

Step 1: From the Web Dashboard, click on 'Settings'

Step 2: Click on 'Banks & Cards'

Step 3: Click 'Add Bank or Credit Card'

Step 4: The following message will pop up. This gives us permission to sync your bank information with the app. Tap the black 'Continue' button.

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Articles in this section

Step 1: From the Everlance app, tap on the 'Settings' icon from the top right corner of the screen.

Step 2: From the side menu, select 'Bank/Card Integration'

Step 3: Tap 'Sync your credit card'

Step 4: The following message will pop up. This gives us permission to sync your bank information with the app. Tap the black 'Continue' button.

Step 1: From the Web Dashboard, click on 'Settings'

Step 2: Click on 'Banks & Cards'

Step 3: Click 'Add Bank or Credit Card'

Step 4: The following message will pop up. This gives us permission to sync your bank information with the app. Tap the black 'Continue' button.

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