Step 1
Sign in with one Clover account.
Step 2
Use a Profile for each financial picture you want to keep separate.
Step 3
Check the active Profile before adding or importing data.
Common questions
What is a Profile in Clover?
A Profile is a private financial space inside your Clover account. Its accounts, transactions, imports, budgets, goals, reports, and investments stay separate from your other Profiles.
How is my Clover account different from a Profile?
Your account is the identity you use to sign in. Profiles sit inside that account and let you organize separate financial pictures without creating another login.
Can other people see my Profiles?
No. Profiles are private to your account. Sharing happens separately through Circles, where you choose what to share and with whom.
Related help
Was this article helpful?