Would you like to search for transactions by category? While this option isn’t available in the app yet, you can use the Web Dashboard to filter your transactions by categories. Follow the steps below to get started:
Step 1: Log in to your account from the Web Dashboard.
Step 2: Click on the 'Transactions'.
Step 3: Click 'Filters' located in the top right corner of your screen.
Step 4: Click the dropdown arrow next to 'All categories' and select an option from the list that appears.
Step 5: When you're ready, click 'Apply Filters' to narrow down your search based on the selected category
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.
Comments
0 comments
Please sign in to leave a comment.