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Home is the first page you see after login. It is the Home item at the top of the sidebar (workspace root). Until ClearSpend has at least one charge, Home shows Get started. After charges arrive, it shows three KPI cards, a spending trend chart, and widgets you can show, hide, or reorder.

Home: KPI cards, spending trend, and widgets.

Subscriptions → Dashboard in the sidebar opens this same page. The active highlight stays on Home.

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Before charges arrive

Home embeds Get started until a transaction is in the workspace. Complete two steps:
Get started step 1: connect a transaction source

Get started step 1: connect Plaid or Xero, or upload a card statement.

Get started step 2: add invoices or receipts

Get started step 2: upload invoices, or connect Gmail, email forward, or Google Drive.

Xero does not import spend. Use Plaid or a statement if you need charges on Home. Full walkthrough: Onboarding.

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After charges arrive

The page switches to the dashboard layout:
  1. Header with a date filter and a Show/Hide Charts control
  2. Optional setup reminder if invoices or receipts are still missing
  3. Three KPI cards
  4. Spending trend
  5. Widget grid
If you already have charges but no invoice or receipt yet, a reminder stays above the KPIs until you add proof. You can dismiss it for that workspace.
Home setup reminder: transactions imported done, add invoices or receipts

Home setup reminder: transactions imported, then add invoices or receipts.

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KPI cards

Three equal cards at the top. They follow the date filter in the header. The Reconciliation card is based on charge value (dollars), not charge count.
Home KPI cards: Total charges, Reconciliation, and Upcoming Renewals

Home KPI cards: Total charges, Reconciliation, and Upcoming Renewals.

Home hides Avg monthly. That card lives on Transactions Overview.

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Spending trend

The bar chart under the KPIs shows spend by month for the selected window. Future months can appear as projected bars. Hover a month for the breakdown. Changing the date filter rescopes this chart together with the KPIs and widgets.
Spending trend chart: All time Spend and Others by year

Spending trend: All time Spend and Others by year.

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Widgets

Below the trend chart, widgets sit in a grid. Drag a widget to reorder. Use the ⋯ menu on a widget to hide it. Use the filter button in the header (Show/Hide Charts) to turn widgets back on. Layout is saved per workspace. Reconciliation and Missing invoices sit on one row. Upcoming renewals and Spend type sit on another.
Reconciliation widget: 80 percent reconciled

Reconciliation: matched vs unmatched charge counts for the selected period.

Missing invoices widget: stacked bars by month

Missing invoices: reconciled vs missing proof by month.

Upcoming renewals widget with days-left badges

Upcoming renewals: subscriptions renewing in the next 30 days.

Spend type widget: recurring and one-time donut

Spend type: recurring vs one-time subscriptions.

Top products by spend widget

Top products by spend: highest-cost vendors in the selected period.

Subscription calendar widget for September 2026

Subscription calendar: vendor logos on renewal dates.

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Date filter

Top right of Home. Default is All time. The filter applies to KPIs, spending trend, and widgets.
Home date filter with All time selected

Home date filter: This month through All time.

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What counts on Home

KPI totals and the spending trend use charges already in ClearSpend. Charges typed as Others are excluded from subscription totals. They still appear as the grey Others segment on spending trend. Blank category is treated as subscription spend. See Subscription spend vs. Others.

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Home vs Transactions Overview

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Next steps