Uploading & reviewing
Statements, receipts, spreadsheets, and details to check.
Articles and answers
7 articles in this topic
Help article
How to import statements, receipts, and screenshots into Clover
Use the import flow to upload a file or add a transaction manually, then review the parsed rows.
Help articleHow to review imported transactions in Clover
Check parsed rows, fix mismatches, and confirm what Clover imported.
Help articleSupported import file types and passwords
Know what Clover can handle and what to do when a file is password-protected.
Help articleHow to fix an import in Clover
Recover from a messy upload by checking the source file and re-running the import.
Help articleImport spreadsheets and multi-account files
Use one spreadsheet to bring in transactions, accounts, balances, or holdings when the file is structured clearly.
Help articleImports from unknown banks, wallets, and brokers
Clover can still attempt a careful import when a file does not match a dedicated institution format.
Help articleBackground import processing and recovery
Understand what Clover does while a larger file is being processed and how to continue after an interruption.