Clover | How to import statements, receipts, and screenshots into Clover

Step 1

Open Imports.

Step 2

Choose the Profile and upload your file.

Step 3

Wait for Clover to parse the file or add the transaction manually.

Step 4

Review the output before confirming anything.

Common questions

What happens after I upload a file?

Clover processes the file, extracts rows, and presents the results so you can check whether the data looks right before confirming it. Manual entries follow the same review mindset.

Can I upload another file for the same account?

Yes. You can add more files as needed, especially when you are building a fuller history for one Profile or account.

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Getting your finances ready

How to import statements, receipts, and screenshots into Clover