ClearCheckbook Android Application Help
Signing In
Existing Users
If you are an existing user at ClearCheckbook.com, simply enter your username and password on the Sign in page.
Creating an Account
If you don't have a ClearCheckbook.com account, you can create one by clicking on the "Create an Account" button on the sign in page and entering a username, password and email address. You can also create an account by going to ClearCheckbook.com and filling out the form there.
Balance Overviews
Viewing Balances
Once you're signed in, the default screen will be the Balance Overviews. At the top you will see the Overall Balances. Below that, you will see a list of all of your accounts and the balance. You can click on one of the accounts to view transactions for that account.
Returning to Balances
If you've navigated away from the Overviews page, you can move backwards to return to the Overviews.
Transactions
Viewing Transactions
To view transactions for an account, click on the account you want to see on the Overviews page.
Jiving a Transaction
To jive (or un-jive) a transaction, press and hold on a transaction in the list. You can also jive/un-jive a transaction from the Edit Transaction page.
Adding a Transaction
To add a transaction, click the menu button on your phone, then click the "Add Transaction" button at the bottom of the Overviews or Register page and then complete the form with your transaction information.
Editing a Transaction
If you want to edit a transaction, click on the transaction in question in the transaction list (the Register). This will load a scene where you can change transaction information.
Deleting a Transaction
If you want to delete a transaction, press and hold on the transaction you want to remove, then click the Delete button.
Manage Accounts
Adding Accounts
To add an account, click the menu button on your phone from the account Overviews page, then click on the Manage Account button. Click the menu button again and select "Add Account". There is a form a to enter an account name, an account type and an optional initial balance.
Initial Balance
An initial balance is the existing balance in the account you're creating. This is an easy way to set up your account without having to add all previous transactions.
Editing an Account
You can edit an account by click the menu button on your phone from the account Overviews page, then click on the Manage Account button. You will see a list of all your accounts. Simply click on the account you want to edit. If you want to edit the account, you can change the details in the form.
Deleting an Account
To delete an account, press and hold on the account you want to remove from the Manage Accounts page, then click the Delete button.
Manage Categories
Adding Categories
To add a category, click the menu button on your phone from the account Overviews page, then click on the Manage Categories button. Click the menu button again and select "Add Category". There is a form a to enter a category name, and select a parent category
Editing a Category
You can edit a category by click the menu button on your phone from the account Overviews page, then click on the Manage Categories button. You will see a list of all your categories. Simply click on the category you want to edit. If you want to edit the category, you can change the details in the form.
Deleting a Category
To delete a category, press and hold on the account you want to remove from the Manage Categories page, then click the Delete button.
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