Expense categories are used to organize and track where your money is being spent. They provide a clear and structured way to manage your finances, helping you budget effectively, identify spending patterns, and make informed decisions about your money.
To begin adding expense categories, first, select your device:
Step 1: From the app, tap on 'Transactions'.
Step 2: Select an existing expense or tap '+' and 'Add expense'.
Step 3: From the transaction detail screen select, 'Categories'.
Step 4: From here you can choose from a list of pre-generated categories or create a custom category.
Step 5: For custom categories, begin typing your new category, and it will appear under 'Custom' for you to select.
Step 6: Once you are finished, tap on 'Save' at the bottom of your screen.
Step 1: From the Web Dashboard, click on 'Transactions'
Step 2: Click on 'New' then 'Expense'. Or Select an existing expense.
Step 3: From the transaction detail screen select, 'Category'.
Step 4: From here you can choose from a list of pre-generated categories or create a custom category.
Step 5: For custom categories, begin typing your new category.
Step 6: Once you are finished, tap on 'Save' at the bottom of your screen.
FAQ:
How can I edit categories?
Unfortunately, you cannot edit or delete categories at this time.
Can I add categories to my trips?
Categories are only available for transactions at this time.
What is the difference between categories and tags?
The main difference between a category and a tag is that you can apply multiple tags to a single trip or expense. While categories can only be assigned once and solely to expenses.
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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