The start of a new year always brings a renewed interest in keeping your finances under control. At ClearCheckbook we want to make this as easy for you as possible. To help make our Jiving (balancing / reconciling) process much easier to understand for beginners, we made a dedicated tutorial page that has a video tutorial as well as a guided written walkthrough and some troubleshooting FAQ's. This tutorial can be found here: https://www.clearcheckbook.com/help/jive
This time of year can also lead to some headaches when it comes to adding transactions. When you're adding a transaction, be very aware of which year you're adding it for. If you add some transactions for early 2017 and then go back to add some from December 2016, make sure the year is switched to 2016. Also, the opposite is true. If you're adding transactions from late last year and then want to add a transaction for January 2017, make sure the year is correct. If it's not correct, the transaction will be added as January 2016 and you won't see it at the top of your transaction list (since it'll be with all of the year old transactions).
2016 saw a lot of behind-the-scenes work plus some new features and a revamped iOS app. Plans for 2017 include a new Android app as well as a lot of enhancements to ClearCheckbook as a whole.
We've been very pleased with the continued growth of the site. You can help us even more though by spreading the word of ClearCheckbook to any friends or family members who might be looking to get a better grasp on their finances for the new year.
Thanks and happy new year!
- The ClearCheckbook Team