Unlock a seamless expense and revenue tracking experience as a Professional member with our Automatic Transactions feature. To get started, simply input your bank or credit/debit card details. If you're not already a Professional member, discover how to subscribe to our Professional service from your device by clicking here.
To begin syncing your transactions, select your device:
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 'Expense sync'.
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: Choose the account(s) you want Everlance to display transactions from. Next, specify the date range of transactions you wish to view, with the option to go back as far as 12 months.
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 'Expense Sync'.
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.
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: Choose the account(s) you want Everlance to display transactions from. Next, specify the date range of transactions you wish to view, with the option to go back as far as 12 months.
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).
Update for Current Everlance Subscribers:
We're excited to announce new subscription plans: Basic, Starter, and Professional! Your current plan remains unchanged, and you'll retain access to all your existing features. Be sure to explore our updated plans and enhanced features, available starting December 13th on iOS and December 27th on Android.
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.
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