Even Margin Support
Getting help with Even Margin
How to reach us, what to expect, and the answers to the questions people write in about most: billing, bank connections, and changing a category.
How do I get help with Even Margin?
Write from the email address on your account when you can. It saves us a round trip confirming who you are, and it tells us which business you mean.
Never send passwords, full card numbers or bank account numbers. We never need them, and email is not a good place for them.
How does billing work for Even Margin?
Plans renew automatically each month until you cancel, and the receipt in your email says which business a charge was for. If you would like a charge explained, email us before disputing it with your bank.
How do bank connections work in Even Margin?
Connections run through Plaid. When a bank stops syncing it is almost always because the bank has expired the connection and wants you to sign in again, and the Connections page shows the state of each one and offers the reconnect. Reconnecting usually takes one login.
How do I change a category in Even Margin?
Change it on the transaction. To set a merchant's category every time, turn your change into a rule and it applies to every matching transaction from then on, and to the ones already in your ledger if you want.