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Not sure which connection to set up first? Use the guides below. You can combine most Track Spend sources with App Discovery (Google Workspace).
KPI cards and charts use charges only — from card statement CSV imports or Plaid. Invoice integrations (Gmail, Drive, forward email) add supporting documents, not dashboard totals. See How data enters ClearSpend.

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Quick picker

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Plaid vs CSV statement upload

Card linking creates charges that populate KPI cards and dashboard charts. Statement CSV imports do the same for one-time backfills. Invoices (from Gmail, Drive, or upload) add supporting documents — renewal terms and line items — but do not add amounts to KPIs without a matching charge. Many teams use both.
Plaid card integration connected state

Connected card integration on the Integrations page: linked institution and last sync time.

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Subscriptions: Overview vs Transactions vs Needs review

Subscriptions Overview tab

Overview tab: one row per subscription with amount, status, and renewal date.

Subscriptions Transactions tab

Transactions tab: one row per charge with reconciliation status.

See Needs review for the approval queue.

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