Free
Organize your finances with the core Clover tools.
- Manual transaction tracking
- Add and edit transactions by hand
- Use manual tracking for cleanup and one-off entries
- No profile, account, upload, or transaction row caps for now
- Receipt scanning
- Scan and upload receipts
- Attach receipts to support manual or imported activity
- Basic investment tracking
- Add an investment and create investment accounts
- View Accounts shortcut
- Search, subtype filter, sort, and reset filters
- Portfolio summary cards
- Portfolio mix by subtype
- Inline edit for holdings
- Per-holding current value, purchase value/principal, gain/loss, and return %
- Basic reports and Adviser guidance
- Basic goal tracking
- Pick one active goal lane
- Set a simple monthly peso target
- Track basic progress against that target
- See a simple progress ring / bar
- Get plain-language encouragement
- Use the onboarding goal as the default
- See a basic checklist of next steps
- See a limited history of goal changes
- Let the goal show up in Adviser and Reports in a basic way
- One strong snapshot
- One cashflow view
- One spending view
- Basic Adviser guidance
- Light investment summary