> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding transaction rows

> What each charge row on Transactions represents and how to read the details ClearSpend shows for it.

Each row on **Transactions** is one charge. This page explains what each column means and what you can do with it.

For filters, export, and bulk actions, see [Filters, export & archive](/features/transactions-filters-export).

## Where charges come from

Rows appear when charges are imported into ClearSpend. Uploading an invoice or receipt alone does **not** create a transaction row; charges must come from a connected source or statement import.

| Source                                                                 | What appears as a row                            |
| ---------------------------------------------------------------------- | ------------------------------------------------ |
| **[Plaid](/connect/connect-your-bank)**                                | Ongoing card charges                             |
| **[Upload statement](/connect/data-sources#import-transactions-menu)** | Charges from a PDF or CSV bank or card statement |
| **[Xero](/connect/xero)**                                              | Bills and bank or card spend                     |

For a full picture of how data enters ClearSpend, see [How data enters ClearSpend](/connect/how-data-enters).

## List columns

| Column               | What it shows                                         | What you can do                                                             |
| -------------------- | ----------------------------------------------------- | --------------------------------------------------------------------------- |
| **Transaction Date** | When the charge was processed                         | Sort by date; expand matched rows to view line items                        |
| **Product**          | Vendor name                                           | Click the sparkles icon to set or fix the vendor                            |
| **Type**             | **SaaS** or **Non-SaaS**                              | See how ClearSpend classifies the charge                                    |
| **Description**      | Statement text for the charge                         | Search or sort to find specific charges                                     |
| **Evidence**         | Documentation status: Missing, Requested, or Attached | Click **Missing** to attach a file; click **Attached** to open the document |
| **Amount**           | Charge amount                                         | Sort or export for reporting                                                |
| **Source**           | Where the charge came from                            | Identify Plaid, statement, or Xero imports                                  |
| **Reconciled**       | Match status and confidence score                     | Review how closely the charge and document align                            |
| **Owner**            | Person responsible for the charge                     | Assign or change who receives invoice requests                              |
| **⋮** (row menu)     | Row-level actions                                     | Upload, request, unlink, or delete                                          |

Use **Filters** to narrow the list by reconcile status, owner, type, date, or archived state. Use the **search** bar for vendor or description text.

## SaaS and Non-SaaS classification

The **Type** column tells ClearSpend how to treat each charge.

**SaaS** means software spend. ClearSpend creates a **Subscription** for that vendor so you can track ownership, billing cycle, and renewals over time.

**Non-SaaS** means one-off or non-software spend, for example a meal, travel, or a non-recurring purchase. ClearSpend does not create a subscription for these charges.

Non-SaaS charges still appear on **Transactions**, but their amounts are **excluded** from KPI cards, charts, and **Total spend** on the dashboard and **Transactions Overview**.

## Evidence column status

The **Evidence** column shows whether a charge has supporting documentation.

| Status        | Meaning                             | What happens next                                                            |
| ------------- | ----------------------------------- | ---------------------------------------------------------------------------- |
| **Missing**   | No invoice or receipt is linked     | Click to attach a file, or request one from the owner                        |
| **Requested** | Someone has been asked to upload    | Wait for the document, or follow up                                          |
| **Attached**  | A document is linked to this charge | Click to open the file; the charge is reconciled when the match is confirmed |

For sending and resolving requests, see [Request invoices](/features/transactions-request-invoices).

The **Reconciled** column shows *how* the charge and document align, for example **Exact**, **Close**, **Manual**, or **Unreconciled**, along with a match score. Full details are on [Matching invoices](/features/transactions-matching).

## Vendor name

Click the **sparkles icon** next to the vendor in **Product** to set or correct the vendor name.

ClearSpend shows suggestions based on the charge description. You can also search manually. Use this when the vendor is missing, wrong, or needs to be corrected, including on rows that already have a vendor assigned.

Correct vendor names improve matching, subscription grouping, and reporting.

## Invoice line items

When a charge is matched to an invoice, click the **arrow** next to the transaction date to expand the row.

The expanded view shows **line items** from the linked invoice. Use this to verify what was billed against what was charged.