Help Center
Find answers about uploads, accounts, planning, and using Clover.
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Getting started
Your first Profile, first upload, and next steps.
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Uploading & reviewing
Statements, receipts, spreadsheets, and details to check.
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Manage Money
Accounts, transactions, categories, and recurring payments.
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Understand Your Money
Find answers with Reports and Adviser.
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Plan Ahead
Investments, budgets, and more than one goal.
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Manage Money Together
Circles, shared expenses, and Split Bills.
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Account & security
Profiles, access, privacy, and your data controls.
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Plans & billing
Free, Pro, and managing your subscription.
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Troubleshooting
Missing details, unexpected results, and getting help.
View helpUseful starting points
How do I upload my first financial records?
Start with one clear statement or receipt. Check the active Profile, upload the file, and review what Clover found before adding more history.
Help articleCan I create more than one savings goal?
Yes. Goals uses a card directory so you can keep several goals separate, including goals with the same purpose.
Help articleWhere are the menu and add buttons on mobile?
Use the bottom navigation for the main pages, the top-right menu for other areas, and the + action to add records.
Help articleHow to set up Clover for the first time
Follow the first-run setup flow, choose a Profile, and prepare your first import.
Download and organize your records
All guides →How to download your BPI bank statement
Find your statement in the BPI app, save the file, then bring it into Clover to organize and review the transactions.
Read guide Philippines · GuideHow to export your GCash transaction history
Request your own transaction history through GCash, download the emailed PDF, and use it to review your wallet activity in Clover.
Read guide Philippines · GuideHow to download a Metrobank statement
Use Metrobank’s official statement service to obtain a PDF of your deposit-account records, then review the imported details in Clover.
Read guide