Daily use
Transactions and categories
Edit transactions, clean up merchants, and keep categories consistent as your data grows.
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Where do I edit a transaction?
Open Transactions, pick the row, and update the fields you want to correct. That is the best place to fix categories or notes.
How does Clover choose categories?
Clover uses deterministic parsing and fallback rules first, then learns from confirmed edits so future rows can be categorized better.
What if a merchant name is too messy?
Use the simplified title where available, but keep the raw description intact so Clover can preserve traceability.
How do I change a transaction category in Clover?
Open the transaction, edit the category field, and save the change. Clover can learn from confirmed edits so similar rows are easier to classify later.
Can I split one transaction into multiple categories?
If a row represents multiple kinds of spending, you can separate the logic in the transaction workflow and keep the raw entry intact for traceability.
How do I keep merchant names consistent?
Use the raw description for auditability and the simplified merchant label for readability, especially when the original file has noisy bank text.