Watch the tutorial or keep scrolling for step-by-step instructions.
Step 1: Click on the Transactions tab (located on the far left side of the Dashboard).
Step 2: Click on the transaction's current classification to see the drop-down list of options. Select the one you want to save your transaction as.
Step 3: Your changes will automatically be saved and you're done!
If you have any questions, please send us an email at support@everlance.com. We would love to help!
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