How to View My Transactions

To view the details of each transaction made with any of your CleverCards:

  1. Log in to the CleverCards app.
  2. Click the 'Business' or 'Personal' tab at the bottom of the screen and select the card you want to view transactions for.
  3. Scroll down to see all the transactions made with that CleverCard.
  4. Click the transaction you want to view details for.
  5. Here, you can view all information about the transaction and add a receipt, notes, or accounting codes.
  6. Click the arrow at the top left when you're done.

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