ClearCheckbook iPhone 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.
New Users:
If you don't have a ClearCheckbook.com account, you can create one by clicking on the "Register" 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 return there by clicking the Overviews icon at the bottom left side of the page.
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, click on the transaction you want to modify and then scroll down and change the Jive status to "true".
Adding a Transaction:
To add a transaction, click the "+" button in the bottom menu bar 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, click the Edit link at the top of the transaction register and delete the transaction you want.
Manage Accounts
Adding Accounts:
To add an account, click on the Settings button at the top of the page and select the Edit Accounts item. Click on the Edit button at the top right side of the page and then click "Add Account". On that form, 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:
To edit an account, click on the Settings button at the top of the page and select the Edit Accounts item. Simply click on the blue arrow on the Account you want to edit and then you can modify the information there.
Deleting an Account:
To delete an account, click on the Settings button at the top of the page and select the Edit Accounts item. Click on the Edit button at the top right side of the page and then delete the account you want.
Manage Categories
Adding Categories:
To add a category, click on the Settings button at the top of the page and select the Edit Categories item. Click on the Edit button at the top right side of the page and then click "Add Category". There is a form a the top of the page to enter a category name and an optional parent category that this should fall under.
Editing a Category:
To edit a category, click on the Settings button at the top of the page and select the Edit Categories item. Simply click on the blue arrow on the Category you want to edit and then you can modify the information there.
Deleting a Category:
To delete a category, click on the Settings button at the top of the page and select the Edit Categories item. Click on the Edit button at the top right side of the page and then delete the category you want.
Reports
Viewing Reports:
To view reports, click on the report icon at the bottom menu bar. From that page, you can toggle between Line and Pie charts by selecting the Line or Pie buttons. Line reports are generated for your accounts and the pie charts show category data.
Spending Limits
Adding a spending limit:
To add a new spending limit, click on the Limits icon (the icon to the right of the "+" button), then click the Edit button at the top of the page. Next, click on the "Add Spending Limit" option. You will be presented with a form to fill out. Once you add the details, you will be taken back to the Limits page where you can see it.
Editing a spending limit:
To edit a spending limit, click on the Limits icon (the icon to the right of the "+" button), then click on the limit you want to edit. You will be taken to a form where you can edit the details of the limit.
Deleting a spending limit:
To delete a spending limit, click on the Limits icon (the icon to the right of the "+" button), then click the Edit button at the top of the page. From there, delete the limit you want.
Reminders / Recurring Transactions
Adding a reminder / recurring transaction:
To add a new reminder, click on the Reminders icon (the last icon in the bottom menu bar), then click the Edit button at the top of the page. Next, click the "Add Reminder" option. You will be presented with a form to fill out. Once you add the details, you will be taken back to the Reminders page where you can see it.
Editing a reminder / recurring transaction:
To edit a reminder, click on the Reminders icon (the last icon in the bottom menu bar), then click on the upcoming reminder you want to edit. You will be taken to a form where you can edit the details of the reminder.
Deleting a reminder / recurring transaction:
To delete a reminder, click on the Reminders icon (the last icon in the bottom menu bar), then click the Edit button at the top of the page. Next, delete the reminder you want to. This will remove the single occurrence of the reminder.
Default Main Page / Account
Changing the default page:
To change the default page when you launch the application, click on the Settings option and then click Preferences. Next, select whether you would like the Account Overviews to be the default page or if you'd like to view a specific account when logging in.
Loading help information...