Classifying a transaction is as easy as classifying a trip, you just have to swipe right or left on the unclassified page. Here is how to do this:
Step 1: Open the Everlance app and tap the Menu icon on the top left side of the screen.
Step 2: Select Transactions.
Step 3: Tap on Unclassified at the top left side of the screen and select "ALL"
Step 4: Scroll up to look for the transaction you want, and place your finger on the transaction. Swipe left to classify the transaction as "Personal":
Swipe far left for "Other":
Swipe right to classify the transaction as "Work":
And you are all set! You can go ahead and to this for your other transactions.
We love hearing from you! Support can be reached at email@example.com or by phone at (872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9am-4pm EST on weekends.