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How Profiles work in Clover

Keep each set of finances separated with its own Profile.

Clover

Step 1

Treat each Profile as one finance universe.

Step 2

Keep related accounts together.

Step 3

Use the Profile selector when you need to switch context.

Common questions

Why does Clover use Profiles?

Profiles help keep one set of accounts, imports, and transactions together so each finance picture stays separate and easy to find.

How do I switch Profiles in Clover?

Use the Profile selector or the account context you are already in so you do not accidentally mix data from different finances.

Related help

How Clover protects your account →Where Clover stores your data →Raw upload retention and deletion →

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