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  1. Everlance
  2. Drivers
  3. Transactions
  4. Guides for Transactions

Guides for Transactions

  • How to Set Up Automatic Transactions (Professional feature)
  • How to Refresh Your Bank for Missing Transactions
  • 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, Classify, or Delete Multiple Transactions
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