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Possible Transaction Syncing Delay Notification

3/17/2021 in ClearCheckbook Updates

We received the following notification from our transaction processor, Plaid, in regards to transaction syncing:

"In anticipation of upcoming government relief funds being distributed at scale, we are proactively reducing our transaction update interval to alleviate pressure on bank infrastructure. During this period of high traffic, some institutions may also experience elevated error rates. We will update this message when we revert back to normal."
If you notice your transactions not syncing as fast as they normally do, it's probably due to the above notice.

Plaid called out these institutions specifically as having syncing delays:
  • Huntington Bank
  • PNC
  • Wells Fargo
  • Fidelity
  • Charles Schwab
  • US Bank
  • TD Bank
  • USAA
  • Capital One
  • American Express
List last updated on March 22, 2021 @ 7:15am MT

Some of those are temporary and some are ongoing. It's also likely there are other institutions with connection interruptions but those are the most frequently used by ClearCheckbook customers. If you're connected to one of the above institutions and haven't seen any new transactions sync in several days, I suggest contacting Plaid directly to get status updates on your institution. You can contact them here: Plaid Support. Click on the Support button at the bottom right side of the page to start a support ticket with them.

We're sorry for any inconveniences this is causing. Plaid provides transaction services to thousands of financial services, including many large scale apps such as Venmo and Coinbase. We're hopeful they will get these delays under control and connections with the above institutions re-established.

ClearCheckbook Updates for January 2021 - Including Bank Syncing

1/22/2021 in ClearCheckbook Updates

We just released our first big update of 2021 which includes over 20 new features, tweaks and bug fixes. The biggest new feature is the ability to connect to your bank and have your transactions automatically synced to ClearCheckbook!

Connecting with Financial Institutions
You read that correctly! We're extremely happy to announce that ClearCheckbook can now connect with over 10,000 different financial institutions so you can have your transactions automatically downloaded each day. This feature is available to all ClearCheckbook Premium members and allows you to connect accounts at up to 5 different financial institutions.

You can see if your bank is supported by using the Search Institutions form on our Syncing with Financial Institutions knowledge base page. More information about how to set up ClearCheckbook to sync with your bank can be found on our Connecting to your Bank knowledge base article.

Updates / Site Tweaks:
  • Updated the Account Settings list to make account information easier to see at a glance
  • When adding transactions, we added an alert if it seems like you might be entering an incorrect date (for example, maybe you forgot to change the year)
  • We added a Knowledge Base article for Site Navigation
  • Updated precision of currency conversions to 9 digits
  • If you set up custom transaction form ordering, the input focus will be on the first field that takes keyboard input (rather than always defaulting to the Amount field)
  • We added links in the Register Options to view only Current and Future transactions
  • You can now delete payments in the Money Lending Tracker in case you mistakenly added one
  • Updated how file attachment URLs are generated to improve privacy and security

Bug fixes:
  • The name of a bill might be displayed incorrectly under some circumstances
  • Currency conversions weren't being set up correctly when creating a new account with a currency different than the global default
  • Investment Portfolio gadget was showing an incorrect Last Price under some circumstances
  • Inactive categories were showing up as n/a in the Budgets list. Now they are hidden from the list.
  • Made sure currency conversions couldn't be set to 0
  • Fixed how split children amounts were displayed in CSV export to allow for better import
  • Archived account names weren't showing up in exported files
  • Sum of splits wasn't being calculated correctly when editing a recurring transaction
  • Orphaned categories were causing problems in Profit and Loss report
  • Fixed a bug that would cause an error in the Duplicate Transaction check if an account didn't exist

We already have several other updates that are currently in our queue or are already under development. If you have any other suggestions for new features or any other improvements we could make to ClearCheckbook, please let us know!

ClearCheckbook Downtime Notice for Thursday January 21st

1/20/2021 in ClearCheckbook Updates

We will be performing an update on ClearCheckbook on Thursday January 21st at 8:00pm MST (7:00pm PST, 10:00pm EST). The website will be offline for a few minutes during this time.

We have a slew of updates ready to go live. Some of these updates require updates to our database which will require us to take the site down for a short period of time.

Beta Testing iOS and Android app version 4.1

11/13/2020 in ClearCheckbook Updates

We just uploaded version 4.1 of the iOS and Android apps to our beta / testing channels in their respective app stores.

This update has many new features, settings, UX updates and bug fixes.

Major Updates for v4.1:
  • Payee auto-complete added
  • Settings page
    • Change the date format between mm/dd/yyyy, dd/mm/yyyy or yyyy-mm-dd
    • Option to have account balances appear in Account selector
    • Enable/disable custom fields (memo, payee, check num)
  • Search filter updates
    • Amount range filter
    • keyword search includes memo and payee fields now
  • Ability to search/filter Reminders and Bills
  • Click on Overall balances block at top of accounts to view all transactions
  • Ability to exclude credit cards from account balances
  • Improved transaction syncing
  • Various UX updates
  • Various bug fixes

If you aren't already a beta tester for the iOS or Android apps but would like to, you can opt into the beta programs here:

iOS: - https://testflight.apple.com/join/w56F828E

Android: - https://play.google.com/apps/testing/com.clearcheckbook.app

We look forward to hearing your feedback!

What have we been up to since the ClearCheckbook version 5 update?

9/4/2020 in ClearCheckbook Updates

ClearCheckbook version 5 was launched on August 15th and since then we've been making a lot of updates to improve the speed of the site.

If you feel like ClearCheckbook has been loading and responding a little quicker than normal, you're not imagining things! We've been hard at work upgrading many aspects of both the hardware and software running ClearCheckbook to help improve response and load times.

Some of the updates we've made:
  • Doubled the RAM in our database - This improves data caching which dramatically decreases the time it takes to look up items in the database
  • Separated sessions, job queue and cache into separate databases - This helps the site make different types of requests for information without causing a data backlog
  • Updated the server configuration to better handle higher traffic periods - Adding more CPUs during high traffic period helps throughput and response time
  • Updated asset compression and cache expiration - This speeds things up by telling the browser to store certain files for a longer period of time
  • Changed the home page slightly and changed image formats - Changing the layout of the home page helped us remove some of the files that were loading and using up unnecessary bandwidth
  • Added a slight delay in the auto-complete fields - Rather than querying the database every time a keystroke is made, it will now ping the database a few tenths of a second after the last ping.

We hope these improvements have been noticeable and have helped make the site feel a little snappier. We'll continue to monitor various aspects of the site and work on making speed and response improvements as needed.

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