Organization
Accounts and workspaces
Understand how Clover groups accounts, balances, and workspaces so the right data stays together.
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Why does Clover use workspaces?
Workspaces help keep one set of accounts, imports, and transactions together so each finance picture stays separate and easy to find.
What if my account balance looks off?
Check the linked statement, the account details, and the related transactions to see whether the mismatch came from import timing or a manual edit.
Can I delete an account later?
Yes. You can remove an account when it is no longer needed, and Clover keeps the surrounding data flow consistent.
How do I add a new account to a workspace?
Add the account in the Accounts area or through the import flow, then keep it inside the workspace that matches the rest of that financial picture.
What is the difference between cash and bank accounts?
Cash is for manual balances and quick tracking, while bank accounts usually come from imported statements or linked financial records.
How do I switch workspaces in Clover?
Use the workspace selector or the account context you are already in so you do not accidentally mix data from different finances.
Why am I sent back to the landing page when I open a protected page?
That usually means Clover does not see an active session yet. Log in first, then open Accounts, Transactions, Reports, or other protected pages from the signed-in app.