How to Export Transactions by Category

If you're a Starter or Professional subscriber then you have access to "Advanced Reporting" which means you can filter/sort your data before you export it from your Everlance account! 

Step 1: Log in to your account from the Web Dashboard.

Step 2: Click on the 'Transactions'.

Step 3: Click 'Export' located in the top right corner of your screen. 

Step 4: Click 'Category' and select an option from the list that appears. 

Step 5: You can also add other filters such as Date Range, Format, Purpose, Bank Account, and Type. 

Step 6: Once you've applied your filters, click the 'Export' button at the bottom of the dialogue box to submit this export request.

Step 7: You’ll be directed to the Data Exports screen. Click the green icon under Download and save the export on your laptop or desktop computer.