Guides for Transactions
- How to Refresh Your Bank for Missing Transactions
- How to Set Up Automatic Transactions (Professional feature)
- How to Add Revenue Manually
- How to Add an Expense Manually
- How to Classify Transactions
- How to Edit or Delete Transactions
- How to Set Up Rules for Favorite Transactions
- How to Unlink a Bank or Card from Everlance
- How to Add a Receipt to a Transaction
- How to Search, Filter, and Classify Transactions