Manage Money
Accounts, transactions, categories, and recurring payments.
Articles and answers
10 articles in this topic
Where 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 change a transaction category in Clover
Edit one row at a time and let Clover learn from the change.
Help articleHow to edit a transaction in Clover
Update the transaction details that matter most: merchant, date, amount, category, or note.
Help articleHow to split or normalize spending in Clover
Handle rows that contain more than one kind of purchase or a noisy merchant label.
Help articleHow to use merchant rules in Clover
Teach Clover how to recognize the same merchant more consistently over time.
Help articleHow to add an account in Clover
Bring a new bank, cash, or investment account into the right Profile.
Help articleHow to fix account balance mismatches
Check the account detail, statement, and linked transactions when a balance is off.
Help articleHow to delete an account in Clover
Remove an account only after you know it will not affect the records you need.
Help articleHow recurring detection works
Review patterns Clover notices in repeated transactions, then confirm only the ones that are real.
Help articlePlan bills, income, installments, and money owed
Add upcoming commitments yourself when you already know what is coming.