Start with account creation, then finish onboarding so Clover can prepare a finance setup and guide you into your first import.

Pick the setup flow, choose a finance setup, open Home, and upload one clear file so you can verify the import is working as expected.

Pick a statement, receipt, or screenshot that clearly covers one account and one time period. That makes the first review much easier.

Yes. Start with one clean file, then add more statements, receipts, screenshots, or manual entries as you build confidence in the process.

No. Clover works well when you start with the basics and come back later for the rest of the setup.

Yes. You can return to setup steps later if you want to keep moving without slowing yourself down.

Start with the finance setup that matches the financial picture you want to organize first, such as your personal accounts or one business set.

Yes. You can begin with one finance setup and add more later when you want to separate different parts of your finances.

That usually means Clover cannot see an active sign-in session yet. Log in first, then open the page again from the signed-in app.

Pages like Home, Accounts, Transactions, Reports, Goals, and Split Bills are intended for signed-in users only.

Confirm the file type, file size, and whether the file is password protected. If the issue persists, re-upload the file from Imports and compare the result.

Enter the correct statement password if the file uses one, then re-run the import so Clover can read the protected content.

Missing rows can come from a partial statement period, filter settings, duplicate protection, or a file that only covers part of the account activity. Check the date range and filters first, then re-upload a complete file or add the missing transactions manually.

Duplicates usually come from uploading overlapping files or running the same import more than once. Compare the repeated rows and their source files, keep the correct record, and remove or ignore the extra one. Check the file date range before re-uploading, then refresh and confirm you are in the right finance setup.