Setting up your account

ClearCash uses passwordless sign-in — no password to create or remember. This page walks through creating your account and completing the three-step setup that gets your finances into the app.

Creating your account

From the sign-in screen, choose one of two methods:

Google

Tap Sign in with Google and complete the standard Google authorization flow. If your Google account email hasn’t been seen before, a new ClearCash account is created automatically.

Email magic link

Enter your email address and tap Send link. ClearCash sends a sign-in email containing both a clickable link and a 6-digit code.

• On the device you’re signing in from — tap the link in the email and you’ll be signed in automatically.
• If the link opens on a different device — enter the 6-digit code from the email on the sign-in screen instead.

The code and link expire after a short period. If yours has expired, go back to the sign-in screen and request a new one.

After signing in

The first time you sign in, ClearCash loads your account and applies your preferences. You’ll see a brief loading screen — this is normal. When it finishes, you’ll land on the home screen where the setup guide is waiting.

The setup guide

A card on your home screen walks you through three steps. Each step advances automatically once the previous one is complete.

Step 1 — Add a financial institution

Add the institution that holds the accounts you want to track. There are two ways to do this:

• Connect via Plaid — links directly to your bank and pulls in your accounts and transaction history automatically. ClearCash uses Plaid to connect to thousands of banks and credit unions securely.
• Add manually — create an institution yourself, without any bank connection. You’ll manage accounts and transactions yourself going forward.

Connecting your first account →

Step 2 — Set up your accounts

How this step works depends on how you added your institution:

• Connected via Plaid — ClearCash automatically creates accounts for each bank account it finds. No action is needed; the card updates when your accounts are ready.
• Added manually — you’ll create your accounts yourself, entering the account name, type, and currency.

Step 3 — Add your transactions

With your accounts in place, the last step is getting your transactions in:

• Connected via Plaid — your transaction history is synced automatically. This typically covers 12–24 months depending on your bank and may take a minute to complete.
• Import a CSV — if you have a CSV export from your bank, you can upload it directly. Importing transactions from CSV →
• Add manually — enter transactions one by one from the home screen or Transactions tab at any time.

Setup complete

Once all three steps are done, the setup card shows You’re All Set! and you’re ready to use ClearCash. Your accounts and transactions are visible from the home screen and the Transactions tab.

From here you might want to:

• Invite your partner or a housemate to share expenses
• Browse your transactions and assign categories
• Check your net worth from the Reports tab

Frequently Asked Questions