Uploading & reviewing
Statements, receipts, spreadsheets, and details to check.
Articles and answers
16 articles in this topic
How to import statements, receipts, and screenshots into Clover
Use the import flow to upload a file or add a transaction manually, then review the parsed rows.
Help articleHow to review imported transactions in Clover
Check parsed rows, fix mismatches, and confirm what Clover imported.
Help articleSupported import file types and passwords
Know what Clover can handle and what to do when a file is password-protected.
Help articleHow to fix an import in Clover
Recover from a messy upload by checking the source file and re-running the import.
Help articleImport from Quicken using QIF
Move Quicken transaction history into Clover with account names, checked splits, categories, memos and transfers.
Help articleImport from Spendee
Export Spendee transactions and map them into Clover's migration template before uploading.
Help articleImport from Toshl
Prepare Toshl transaction exports for Clover while keeping transfers separate from spending and balance adjustments.
Help articleImport from YNAB
Bring your YNAB register into Clover while preserving accounts, category groups, memos and transfer direction.
Help articleImport from Monarch
Move Monarch transaction history with original descriptions, edited merchants, notes, tags and signed amounts.
Help articleImport from Money Manager by Realbyte
Move Realbyte transaction history using a spreadsheet with explicit accounts, categories and transaction types.
Help articleImport from Money Lover
Export Money Lover history to CSV or Google Sheets, then bring the transaction table into Clover.
Help articleImport from Bluecoins
Bring Bluecoins transaction rows, labels and split components into Clover using CSV.
Help articleUse the Clover migration template
Prepare a predictable transaction spreadsheet when an app export has a different layout.
Help articleImport spreadsheets and multi-account files
Use one spreadsheet to bring in transactions, accounts, balances, or holdings when the file is structured clearly.
Help articleImports from unknown banks, wallets, and brokers
Clover can still attempt a careful import when a file does not match a dedicated institution format.
Help articleBackground import processing and recovery
Understand what Clover does while a larger file is being processed and how to continue after an interruption.