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Home is the first page after you sign in. Open it from Home in the sidebar. Until you have a charge, Home shows Get started. After charges arrive, you see KPI cards, a spending trend, and widgets.

Home: KPI cards, spending trend, and widgets.

Subscriptions → Dashboard opens this same page.

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Get started

Complete these two steps. Full walkthrough: Onboarding.
Get started step 1: connect a transaction source

Step 1: connect Plaid or Xero, or upload a statement.

Get started step 2: add invoices or receipts

Step 2: upload invoices, or connect Gmail, email forward, or Google Drive.

Use Plaid, Xero with Xero → ClearSpend, or a statement upload to populate Home.

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After you have charges

Home then shows:
  1. Date filter and Show/Hide Charts
  2. A reminder if invoices are still missing
  3. Three KPI cards
  4. Spending trend
  5. Widgets
If you have charges but no invoice yet, a reminder stays above the KPIs until you add proof. You can dismiss it.
Home setup reminder: transactions imported, add invoices or receipts

Setup reminder: add invoices or receipts after charges arrive.

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KPI cards

The three cards follow the date filter. Reconciliation uses dollars, not charge count. Avg monthly is on Transactions Overview.
Home KPI cards: Total charges, Reconciliation, and Upcoming Renewals

Total charges, Reconciliation, and Upcoming Renewals.

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Spending trend

The chart under the KPIs shows spend for the selected period. Hover a bar for the breakdown. Changing the date filter also updates the KPIs and widgets.
Spending trend chart: All time Spend and Others by year

Spending trend: Spend and Others by year (All time).

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Widgets

Drag a widget to reorder it. Use ⋯ to hide it, and Show/Hide Charts to bring it back. Your layout is saved per organization.
Reconciliation widget

Reconciliation

Missing invoices widget

Missing invoices

Upcoming renewals widget

Upcoming renewals

Spend type widget

Spend type

Top products by spend widget

Top products by spend

Subscription calendar widget

Subscription calendar

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Date filter

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

Date filter

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What counts on Home

Totals come from charges, not invoices. ClearSpend → Xero does not add or remove spend. It pushes charges you already have (from Plaid, a statement, or Xero → ClearSpend), and those already count. Charges typed as Others stay off subscription totals. They still appear as grey on the spending trend. See Subscription spend vs. Others.

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If something looks wrong

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Next steps