> ## 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.

# Transactions

> Every charge in one list — match supporting documents, request what’s missing, and export when you’re done.

The **Transactions** page is where you reconcile spend. Each card or accounting charge is one row. ClearSpend links invoices and receipts when it can. You handle the rest.

<Frame caption="The Transactions list: one row per charge with invoice status and reconciliation badges.">
  <img src="https://assets.clearspend.ai/content/videos/subscription_transaction.png" alt="Transactions list with reconciliation status" />
</Frame>

## Two views

| View                                            | Best for                                               |
| ----------------------------------------------- | ------------------------------------------------------ |
| **[Overview](/features/transactions-overview)** | KPIs, reconciliation chart, and missing-invoice trends |
| **Transactions**                                | Working through individual charges                     |

## How charges appear

Rows come from imported **charges** — not from uploading an invoice alone.

| Source                                                               | What shows up                       |
| -------------------------------------------------------------------- | ----------------------------------- |
| **[Plaid](/connect/connect-your-bank)**                              | Ongoing card charges                |
| **[Card statement CSV](/connect/data-sources#import-subscriptions)** | Charges from a statement you import |
| **[Xero](/connect/xero)**                                            | Bills and bank or card spend        |
| **[QuickBooks](/connect/quickbooks)**                                | Expenses, bills, and bill payments  |

Vendors are grouped on **[Subscriptions](/features/subscriptions)**. This list is charge by charge.

## Type and subscription

The **Type** column shows whether a charge is **SaaS** or **Non-SaaS**.

* **SaaS**: ClearSpend treats it as software spend and creates a **Subscription** for that vendor.
* **Non-SaaS**: ClearSpend does not create a subscription. The charge stays as one-off or non-software spend.

**Non-SaaS** amounts are still shown on the transaction row, but they are **excluded** from KPI cards, charts, and **Total spend**.

## Invoice column

| Status        | What it means                                                                                      |
| ------------- | -------------------------------------------------------------------------------------------------- |
| **Missing**   | No document linked — click to attach one                                                           |
| **Requested** | Someone has been asked to upload — see [Request invoices](/features/transactions-request-invoices) |
| **Attached**  | Document linked — click to open the file                                                           |

Reconcile badges and match scores are covered in [Matching invoices](/features/transactions-matching).

## Guides

| Topic                                  | Page                                                               |
| -------------------------------------- | ------------------------------------------------------------------ |
| Match, upload, unlink, and match score | [Matching invoices](/features/transactions-matching)               |
| Automatic and manual invoice requests  | [Request invoices](/features/transactions-request-invoices)        |
| Assign who receives requests           | [Change owner](/features/transactions-owners)                      |
| Filter, export, archive, and delete    | [Filters, export & archive](/features/transactions-filters-export) |

## Row shortcuts

| What                      | How                                                                          |
| ------------------------- | ---------------------------------------------------------------------------- |
| Attach or pick a document | Click **Missing**, or **⋮ → Upload invoice**                                 |
| Fix vendor name           | Sparkles icon next to **Product** — [details below](#match-or-change-vendor) |
| See invoice line items    | Arrow next to the date on a **matched** row                                  |
| Row menu                  | **⋮** — upload, request, unlink, or delete                                   |

Select multiple rows for bulk **archive** or **delete**. See [Filters, export & archive](/features/transactions-filters-export).

### Match or change vendor

Click the sparkles icon next to the vendor in **Product**. Pick from suggestions or search. Use this to set a missing vendor or fix a wrong one — including on rows that already have a vendor.

### Line items

On a matched charge, click the arrow next to the transaction date to expand the row and see line items from the linked invoice.