You can edit the category or expense type associated with a specific expense in your Everlance account. Watch this brief tutorial or scroll down for instructions.
If you're a Premium subscriber and you use the “Banks & Cards” feature to automatically import your Transactions, then your imported Transactions will be already be assigned to a category type (i.e. “Fuel”, “Office Supplies”, etc).
The following Transaction, for example, is classified as “Commute”, the Merchant is "Lyft", the Category type is preset to “Taxi”. However, “Taxi” isn’t listed under a user’s Everlance account “Custom Expense Categories” yet, so we'll need to add it by create a customized category titled "Taxi".
To do this please follow the steps below:
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.
Should you have any questions, comments and/or concerns, please contact us at email@example.com and we’ll do our best to assist you! Happy tracking :)