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How to fix being logged out even with the 'Remember Me' option chosen

8/20/2020 in ClearCheckbook Updates

If you're experiencing the issue of needing to log back in every few hours even if you have the 'Remember Me' option selected when signing in, you just need to clear your browser's cache/cookie data for ClearCheckbook.

We discovered that some users who were logged into ClearCheckbook while the upgrade to Version 5 was taking place might be experiencing this problem. It comes down to your browser having cookies from the old version of ClearCheckbook which are conflicting with those set by the current version.

Your browser should give you the ability to clear the cache and private data for specific websites. To learn how to do this, you can consult the FAQ/Help docs in your specific browser.

For example, doing this in Firefox is very straightforward. Simply load the Preferences and then click on Privacy & Security. Next, click on the Manage Data button under the Cookies and Site Data section. You can type into the search box and then remove all the data.

This will remove all cookies. Once the cookies are removed, simply sign out of ClearCheckbook if you're currently signed in, and then sign in again clicking the 'Remember Me' option.

Welcome to ClearCheckbook Version 5!

8/16/2020 in ClearCheckbook News

After nearly two years of development and testing, we're extremely happy to announce the update to ClearCheckbook Version 5 is complete! Check out many of the new features and updates here: v5 Release Notes

Version 5 has over 100 updates, new features and bug fixes all on top of a new development framework. In addition to the new framework, all of the 3rd party libraries we use have been updated which will help make updates and new feature additions much easier moving forward.

The site doesn't look any different, what changed?
One of our biggest goals with the Version 5 upgrade was to make sure the site looked and behaved like everyone has grown used to. Almost the entirety of the updates apply to the part of the site you don't see. We call this the backend and it's the code that actually runs all of the logic behind ClearCheckbook.

Why was this update necessary?
The last version of ClearCheckbook was running on a development framework that was initially implemented in 2008 and then heavily updated in 2014. While we were keeping up with the latest in security measures, we started to realize that the framework was getting outdated and we weren't able to keep some features working correctly (ie: Automatic Backups to Microsoft OneDrive being disabled).

Many of the 3rd party APIs we deal with were updating and would stop working with the old version of ClearCheckbook. In an effort to stay on top of this, we started development of Version 5 back in late 2018. Version 5 runs on an entirely new development framework which has a much more active development community. This means it's extremely easy to keep the underlying code that runs ClearCheckbook updated with the latest security patches and version updates.

Taking security and privacy to the next level
ClearCheckbook was built with privacy and security in mind and the idea that your financial data is yours. Staying true to these goals, we've updated how our "Lost Password" function works and added a Trusted Devices feature that works in conjunction with Two-Factor Authentication (2FA). Speaking of 2FA, we also implemented a way to access your account if you get locked out due to losing access to your authenticator app.

The new ClearCheckbook Knowledge Base
The previous Help / FAQ section was very limited in its scope and only addressed the most basic of questions about the various tools and features ClearCheckbook has to offer. We knew that Version 5 was the perfect opportunity to build up an extremely extensive Knowledge Base that covers how to use every feature on the site. The amount of detail and information contained within the Knowledge Base is enormous. Each Knowledge Base article is filled with screenshots and full explanations on any features/settings specific to that page.

The Knowledge Base is broken down into sections (General, Tools, Reports, Settings and Apps). Each parent section has sub sections related to each tool or setting. You can find the updated Knowledge Base by clicking on the Help / FAQ link in the Support section at the bottom of the page. A direct link is here: ClearCheckbook Knowledge Base.

A special thanks to all the Version 5 beta testers
The amount of feedback we received during the testing phase of Version 5 was overwhelmingly helpful. Thank you to everyone who has been using Version 5 for the last seven months. You've helped us find and fix many issues we never would have caught in our own testing. Beta testers - you know who you are and thank you!

What if I notice an issue or find an error?
Version 5 went through seven months of beta testing with hundreds of active users so we feel pretty confident that most issues were found and fixed. If you do happen to notice something not working correctly, please message us through the Contact Us link at the bottom right side of the page.

Looking toward the future

As mentioned earlier, Version 5 sets some extremely solid foundation for future updates and new features. We have a huge list of updates that we plan on making now that Version 5 is released. We'll post more information about the next round of new features and updates when they're being launched.

When I built what would eventually become ClearCheckbook in my college apartment back in 2005, I never could have imagined what the site and apps have turned into. If someone had told me the site would help nearly half a million users manage a fifth of a billion transactions, I don't think I would have believed them.

Thanks everyone for the continued support!


Automatic Backups to Google Drive will need to be re-authenticated

8/12/2020 in ClearCheckbook Updates

The current Google Drive authentication tokens will no longer be valid after we upgrade to ClearCheckbook version 5 on Saturday August 15th @ 10pm EDT

If you currently have Automatic Backups enabled to Google Drive, you will need to re-authenticate ClearCheckbook with Google drive after we perform the upgrade to Version 5. We're using an updated Google Drive API and the current authentication strings aren't compatible with the new version.

This does not affect Dropbox users. If you have backups enabled to Dropbox, they will continue to work properly after the upgrade to Version 5.

Save the Date - ClearCheckbook v5 Launches on August 15, 2020

8/6/2020 in ClearCheckbook News

The next major version of ClearCheckbook, version 5, is launching on August 15, 2020!

The switch to version 5 will take place on Saturday August 15, 2020 at 10pm EDT (7pm PDT) and will require us to take the site offline during the upgrade. We wanted to give you as much heads-up time as possible so you can plan for the site being offline. The iOS and Android apps will also be affected since the server won't be available for syncing. You will still be able to add transactions via the app, they just won't sync or show up until the upgrade has been completed.

Development of version 5 has been taking place behind the scenes for over a year now and we're extremely excited to finally be able to release it. We want to say thanks to everyone who has been using and testing version 5 over the last several months.

For a list detailing many of the updates and new features that will be available with v5, check out our The Next Big Update for ClearCheckbook - Version 5 blog post.

The version 5 beta site will remain operational until we make the upgrade. If you want to check out version 5 before it launches, you can learn more here: ClearCheckbook v5 Beta Testing



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