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ClearSpend brings in transactions, finds invoices and receipts, and matches them automatically. Transactions come from connected cards (Plaid), Xero, or uploaded statements. Documents come from Gmail, Google Drive, Slack, WhatsApp, and direct uploads. Dashboard totals use transactions, not invoices alone.

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Where data comes from

WhatsApp collects proof from your phone. It does not parse bank or card statements into charges.

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Import transactions

The Import transactions button (top-right) is the shortcut for bringing data in without leaving the page you are on.
Import transactions dropdown with transaction sources, invoices submenu, and manage integrations

Import transactions menu: connect Xero or Plaid, upload a statement, add invoices, or open Integrations.

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Import transactions from

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Invoices and receipts

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Connect more data sources?

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Other entry paths

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What each layer contributes

  • Transactions: what was paid. From Plaid, Xero → ClearSpend, or statement uploads. These drive matching, dashboard totals, and reconciliation.
  • Documents: invoices and receipts. From Gmail, Drive, Slack, WhatsApp, and uploads. They are proof. They do not add spend on their own.
  • Subscriptions: ownership and upcoming renewals, after spend is in the workspace.

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Quick decision guide

Connect at least one transaction source (Plaid, Xero, or a statement upload) before relying on invoice uploads alone. See Choosing integrations if you are unsure which connection to add first.

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Managing buckets

A bucket groups transactions in ClearSpend, usually one per bank or card account. Every workspace starts with All Transactions. Each Xero bank account can be linked to only one bucket. Create a bucket for each account before you connect. When you upload a statement, choose a Transaction bucket so the extracted charges land in the right group.
Import transactions dialog with statement drop zone, transaction bucket picker, and Manage buckets

Import transactions: upload a statement and choose a transaction bucket.

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Open a bucket picker

On Transactions, when connecting Xero, or when uploading a statement, open the bucket dropdown.
2

Open Manage buckets

Click Manage buckets. The Transaction Buckets drawer opens.
3

Create, rename, or delete

Click Create a bucket to add one. Use the row menu to rename, or to delete a bucket you created. All Transactions cannot be deleted.
Transaction Buckets drawer with Create a bucket, All Transactions default, and a Chase bucket

Transaction Buckets: create a bucket, see which accounts are linked, and rename or delete.

For the full steps, see Managing buckets.