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Documentation Index

Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt

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Use Group when ClearSpend shows separate rows for the same vendor (for example different plans or billing entities) and you want one combined line on the Overview tab with an X subs grouped badge. Grouping links subscriptions under a parent. It does not delete charges or documents.

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When to group

  • The same vendor appears more than once after imports from email, Drive, or manual entry.
  • You want a single overview row while still drilling into each child from subscription detail.

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Group from the Subscriptions list

1

Open Subscriptions → Overview

Go to Subscriptions and stay on the Overview tab.
2

Select two or more rows

Use the row checkboxes to select the subscriptions you want to combine. The bulk action bar appears at the bottom of the table.
3

Click Group

Click Group in the bulk bar. You must select at least two subscriptions.
4

Choose the parent subscription

In the dialog, pick which row should be the parent. The other selected rows become children linked to that parent.
5

Confirm

ClearSpend updates the overview table. The parent row shows X subs grouped under the vendor name.

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What changes after grouping

  • Overview: one primary row per parent with a grouped badge; expand or open detail to see children.
  • Transactions: each billing event still appears on its own row when you switch to the Transactions tab.
  • Spend totals: grouped children roll up into the parent for overview KPIs according to your filters.

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Permissions

Members and above can group subscriptions when the bulk bar is available. Viewers cannot change subscription structure.