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ClearCheckbook Introduces Balances Timeline Reports

1/6/2012 in ClearCheckbook Updates
We just released a new feature available to all premium members that lets you view your end of month balances for the entire timeline of your transaction register. This feature provides both a visual and a textual view of your balances from the first transaction you added to the latest.


The visual report allows you to select certain date ranges to get a more focused view of your balances. You can also switch between 1 month, 3 month, 6 month, 1 year and All Time viewing modes. The textual table is fully sortable so you can easily figure out when your balance was the highest.

The Balances Timeline report can be found by going to the Reports page and then click on the "Balances Timeline" link under the Accounts tab.

2011 Year Roundup and ClearCheckbook's Future

1/6/2012 in ClearCheckbook News
We wanted to share with you a roundup of ClearCheckbook during 2011 and a sneak peak into what we have in store for 2012. Getting right to it, 2011 was a great year for ClearCheckbook. We had a total of 44,563 new user signups (which comes to about 122 signups per day). All of our stats were up across the board from 2010. The screenshot below shows 2011 (blue) compared to 2010 (orange) for total visits to the site.



In 2011 we had 2,085,159 visits (374,202 unique) to the site which racked up an impressive 12,646,329 pageviews. The average person visits 6 pages each time they come to the site and spends an average of 7:30 on the site. As we said above, all of these stats are up from 2010.

During the year we weren't just sitting around twiddling our thumbs either. In 2011 we released two completely new tools, the Bill Tracker and the Debt Snowball tool. We also released 3 new large features to existing tools: Checking for Duplicate Transactions on import, Saved Searches and Saved Custom Reports, and the Premium Groups feature. In addition to the new tools and features, we also completely overhauled several existing functions of the site such as the Import tool, Estimating Future Balances, Reports, Currency Conversions, Bill Tracker and our entire database. On top of all that we still managed over 100 bug fixes and minor updates.

So with all of that covered, what's in store for 2012? The first half of the year is going to focus on digging through our backlog of requests and suggestions and working on introducing any that we feel will benefit the majority of our members. We're also going to completely scrap the existing iPhone app and build something that actually works the way it was supposed to from the start. Along those same lines, the mobile optimized website will be getting a complete overhaul to make it more usable and give it access to some of the newer tools and features.

We'd also like to thank everyone who sends us email with testimonials and praise and those of you who spread the word of the site to your friends and family! You're the reason we do what we do.

ClearCheckbook Introduces the Auto-Jive Tool!

1/4/2012 in ClearCheckbook Updates
We released a new tool today that will make it easier to reconcile your accounts. The Auto-Jive tool lets you upload CSV, QIF, OFX and QFX files to the site that contain cleared transactions from your bank or financial institution. We then search through your transaction register and find matching transactions. Once matches are found, you can easily jive those transactions.

The Auto-Jive tool has adjustable filters so you can change the search criteria. By default we search for the exact amount and transactions that are within three days of each other. You can easily change these to find transactions that might have taken longer to post than the default.

We’ll also let you know if there are any transactions that don’t match so you can investigate why. If they simply haven’t been added to your register yet, you can easily import them into your account.

Auto-Jive is available to all premium members and can be found by clicking on Tools at the top of the page and then click on the “Auto-Jive Your Transactions” link.

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