Step 1
Open the Profile selector.
Step 2
Choose the Profile you want to use or edit.
Step 3
Review its accounts before importing or removing anything.
Common questions
How do I switch Profiles?
Use the Profile selector, then choose the Profile you want. Clover updates the app so you see the accounts and activity that belong to that Profile.
Which Profile receives a new import?
The Profile that is active when you start the import receives the file and its results. Check the Profile name before uploading.
What should I check before removing a Profile?
Review its accounts, transactions, imports, plans, and shared commitments first. Removing a Profile can affect all of the financial history stored inside it.
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