You're viewing the archives for March 2009
« Return to Blog

Auto-post Recurring Transactions

3/30/2009 in ClearCheckbook Updates
We have just added the ability to auto-post your recurring transactions. This will give you the ability to add recurring transactions to the site before they are scheduled to.

To use the Post Now feature, go to the Reminders/Recurring transactions page and you will see a "Post Now" link next to each reminder with an associated transaction. Click on that link and it will auto-post it to your register dated with whatever the reminder date is.

The reminder will still run on the scheduled day, but the transaction will not be posted since you already clicked the link.

General Settings updated to be easier to use, plus new setting.

3/13/2009 in ClearCheckbook Updates
We have just updated the Settings page slightly. When you go to manage your settings you will now see a link for General Settings. Here you will be able to modify the following:
* Toggling help boxes
* Display of site walkthrough
* Your default account page
* Display of 3rd dashboard column
* Enabling/disabling autocomplete

We have added the ability to enable or disable auto-complete because some people would simply like to turn it off.

A bug with toggling the help boxes has also been resolved.

Third Column Added to Dashboard

3/13/2009 in ClearCheckbook Updates
A third column has been added to the Account Dashboard page. Those with larger screens can now take advantage of some extra screen real estate.

If you do not wish to use the extra column, there is a link there to remove it.

If you are having issues with the 3rd column updating, clear the cache in your browser. Some javascript files have been updated and the new ones are necessary for the third column to work. Browsers like to cache these files, so it may seem like it's not working at first. Clearing the cache will fix that.

Estimate Future Balances with Line Chart

3/12/2009 in ClearCheckbook Updates
We have added the ability to view your future balances with a line chart in addition to the text view. The line chart will show you your future balances, deposits and withdrawals so you can see trends over time.

There was also a small update to how the dates were calculated for the future balances, so a few bugs were also cleaned up.

Updates to mobile site and login preferences

3/9/2009 in ClearCheckbook Updates
We have pushed out a few minor updates today. We changed the site so if you access it from your iphone or ipod touch, it will automatically take you to the mobile site.

We also modified the "remember me" setting when you log in. It will now remember you across multiple computers. You might have to log out and log back in on the machines for this to take effect.


» 2020
» 2019
» 2018
» 2017
» 2016
» 2015
» 2014
» 2013
» 2012
» 2011
» 2010
» 2009
» 2008
» 2007
» 2006


Contact ClearCheckbook

If you have a question about the site, please check the Support Forums, Tutorials and Help section to see if it's already answered there.

Your message has been sent.

Thank you for reaching out to us. We work hard to respond as quickly as possible to our emails. You'll receive a response soon.