Clover | What to do after signing up for Clover

Step 1

Finish onboarding.

Choose the Profile where your finances should live.

Open Home and check the current account state.

Upload a statement.

Open Transactions to confirm Clover read it correctly.

Do I need to configure everything before I start?

No. Clover works well when you start with the basics and come back later for the rest of the setup.

Can I revisit onboarding later?

Yes. You can return to setup steps later if you want to keep moving without slowing yourself down.

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