Our system went through some changes over the weekend. If you run into any issues contacting support, please try updating your app to the latest version. If the problem persists, don't hesitate to contact our support team via email at support@everlance.com. Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends. We will get back to you as soon as possible.

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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, and Classify Multiple Transactions
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