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 a category that looks wrong.
Getting help
Email us. Writing from the email address on your account is the fastest route, because it tells us which organization you mean without a round trip. Never send passwords, full card numbers, or bank account numbers. We never need them, and email is not a good place for them.
Billing and charges
Plans renew automatically each month until you cancel, and you can cancel any time from your organization settings. The receipt in your email says which organization a charge was for. If you cannot place a charge at all, email us before disputing it and we will trace it with you.
A category looks wrong
Change it. A category you set is never overwritten automatically. If the same merchant keeps landing in the wrong place, turn your correction into a rule and it applies to every matching transaction from then on, and to the ones already in your ledger if you want.
Bank connections
Connections are handled through Plaid. If a bank stops syncing, the Connections page shows which accounts we can no longer see and what to do about it. Reconnecting takes one login and does not lose the history already imported.