Do you need to unlink your bank or card from the automatic transactions feature?Perhaps you have recently changed banks or no longer require transaction tracking for a specific account. Alternatively, our support team might have advised you to disconnect your account for troubleshooting purposes. Regardless of the motive, unlinking your account is a simple process.
To begin unlinking your bank or card from automatic transactions, first select your device:
Step 1: Tap the gear icon (⚙️) in the top-right corner of your home screen.
Step 2: Go to 'Expense Sync'.
Step 3: Tap on the bank you want to unlink.
Step 4: Tap 'Unlink Institution'.
You are finished! You've just unlinked your card from the app.
Step 1: Log in to your account from the Web Dashboard
Step 2: Click on 'Settings' from the side menu.
Step 3: Click on 'Expense sync'.
Step 4: Select the bank or card that you would like to unlink. In this example, I'll be unlinking my PayPal account from the app.
Step 5: Select 'Unlink'.
Step 6: Select 'Unlink' again.
You are finished! You've just unlinked your card from the app.
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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