Unlock a seamless expense and revenue tracking experience as a Professional member with our Automatic Transactions feature. To get started, simply input your bank or credit/debit card details. If you're not already a Professional member, discover how to subscribe to our Professional service from your device by clicking here.
To begin syncing your transactions, select your device:
Step 1: From the Everlance app, tap the gear icon (⚙️) in the top-right corner of your home screen.
Step 2: From the side menu, select 'Expense sync'.
Step 3: Tap 'Sync your credit card'.
Step 4: The following message will pop up. This gives us permission to sync your bank information with the app. Tap the black 'Continue' button.
Step 5: Select your bank/card provider, or tap the search bar to look for your bank/card.
Step 6: Log in with your online bank info.
Step 7: Verify your identity.
Step 8: Choose the account(s) you want Everlance to display transactions from and sync 90 days worth of transactions.
Please note: Everlance uses a third party tool, Plaid to connect your accounts to the app. Currently there is a limitation with the software and that only allows for the last 3 months to sync. We hope this will be improved in the future but unfortunately we do not have a timeframe on when this change will occur. We apologize for the inconvenience.
Step 8: Sit back and relax and we will notify you when your transactions are ready to be viewed (this may take up to 1 hour).
Step 1: From the Web Dashboard, click on 'Settings'.
Step 2: Click on 'Expense Sync'.
Step 3: Click 'Add Bank or Credit Card'.
Step 4: The following message will pop up. This gives us permission to sync your bank information with the app. Tap the black 'Continue' button.
Step 5: Select your bank/card provider, or tap the search bar to look for your bank/card.
Step 6: Log in with your online bank info.
Step 7: Choose the account(s) you want Everlance to display transactions from. You can sync the last 90 days and future transactions of your account to the app.
Please note: Everlance uses a third party tool, Plaid to connect your accounts to the app. Currently there is a limitation with the software and that only allows for the last 3 months to sync. We hope this will be improved in the future but unfortunately we do not have a timeframe on when this change will occur. We apologize for the inconvenience.
Step 8: Sit back and relax and we will notify you when your transactions are ready to be viewed (this may take up to 1 hour).
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