Accounts and transactions are the foundation of ClearCash. An account holds a balance; transactions record the activity that changes it. Both can be connected automatically or managed manually.
Account types
ClearCash supports two kinds of accounts:
- Connected accounts — linked to your bank or financial institution via Plaid. Balances and transactions sync automatically.
- Manual accounts — created and updated by you. Useful for cash, assets, or accounts at institutions that aren't supported by Plaid.
In this section
- Manual accounts — create and update accounts without a bank connection
- Connected accounts — link your bank and keep balances in sync automatically
- Recording transactions — add transactions by hand to any account
- Categories & tags — organise spending for reports and filters
- Importing transactions — bring in transaction history from a CSV or exported file
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