Plan Ahead
Investments, budgets, and more than one goal.
Articles and answers
11 articles in this topic
Can I create more than one savings goal?
Yes. Goals uses a card directory so you can keep several goals separate, including goals with the same purpose.
Help articleHow to track investments in Clover
Keep holdings and longer-term money visible alongside your everyday finances.
Help articleHow to use budgets in Clover
Turn your imported history into practical guardrails you can actually follow.
Help articleHow to set a goal in Clover
Create a savings, debt, or milestone goal and keep it tied to the numbers that matter.
Help articleHow to track goal progress in Clover
Use the goal view to see whether you are moving in the right direction.
Help articleImport from Actual Budget
Move Actual Budget account exports into Clover with checked split totals, source categories and notes.
Help articleImport from Wallet by BudgetBakers
Move Wallet records using CSV or Excel while keeping original account currencies.
Help articleCreate and manage a budget
Set realistic limits, choose a period, and adjust the plan as your needs change.
Help articleGoals, roadmaps, and progress
Break a money target into steps and keep the latest activity connected to it.
Help articleAdd or import investment holdings
Build a portfolio from manual holdings or supported broker and spreadsheet records.
Help articleInvestment values, returns, and activity
Understand the numbers behind a holding and keep purchases, dividends, and prices up to date.