If you are using Everlance to track your expenses, then you'll notice that there are different subcategories such as "Supplies" or "Vehicle Maintenance" assigned to each transactions to help you keep them organized. You can edit the category or expense type associated with a specific expense in your Everlance account. Watch this brief tutorial or keep scrolling for instructions!
Step 1: Click Transactions on the far left side of the screen and hover the Transactions card and click Edit (on the right-hand side of the screen)
Step 2: Click the Category box and click the grey "X" to the right in of that field or highlight the existing category and click "Backspace" to remove an existing category (if one appears)
- >select one of our Default Categories OR type a custom Category>click Add new category>Save
Step 3: Next, select a default Categories or click "Add New Category" and type the title for a customized Category.
Step 4: Click the "Save" button to save the change.
We love hearing from you! Support can be reached between at support@everlance.com or by phone at (872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9am-4pm EST on weekends.
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