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Import Tool Completely Upgraded

4/18/2011 in ClearCheckbook Updates
We have gone back and completely re-written the Import Transaction functionality. This update includes several bug fixes and improvements. Below are some of the updates and fixes we made to the import tool.

Updates
- Improved handling of importing QIF, OFX and QFX files.
- All fields are searched in QIF, OFX and QFX files, not just the first entry.
- Ability to correctly import CSV files with separate Debit and Credit columns.
- Improved handling of importing splits and transfers.
- Doesn't automatically add categories or accounts until you verify the transactions in case you mis-assign a field.
- Better automatic field matching.
- Warnings if we think you mis-assigned a field.
- Better editing of imported transactions.

All of these updates should make the import tool a lot more robust and usable. Please give it a try and let us know if you run into any issues or have any suggestions for future improvements to the import tool.

ClearCheckbook Introduces Bill Tracker Tool

1/26/2011 in ClearCheckbook Updates
We're proud to announce the release of a new Bill Tracker tool to our website. The Bill Tracker allows you to enter all monthly bills into the site. When you've paid one of the bills, you can let the system know and we'll keep track of when you last paid and for how much.

Premium members will also be able to view reports on their bill payments over time. This way you can see if you're paying more or less as time goes on for a specific bill. It's a great way to save money by seeing if you can lower your monthly bills.

We've also tied the Bill Tracker into the Reminders / Recurring Transactions tool. When you add a recurring transaction, you can identify it as being a Bill. When that recurring transaction gets added to the site, we'll update your bill tracker with the date and amount paid.

You can find the Bill Tracker by clicking on Tools at the top of the page and then click on Bill Tracker. We've also added a Dashboard Gadget that lets you see your bills and when they were last paid.

We hope you will take advantage of this new tool and use it in your arsenal to help manage your finances.

Some screenshots:

Currency and CSV Importing Updates

1/3/2011 in ClearCheckbook Updates
We have fixed an issue that was preventing currency conversions to take place in the search results. This has been taken care of and will now accurately convert to the global currency if you're using multiple currencies and they both appear in the search results.

We've also updated the functionality for CSV imports so they can better handle uploads from Buxfer. If you are importing CSV files that you exported from Buxfer, you'll need to remove the first line of the CSV file before importing it into ClearCheckbook (It should say something like: "All transactions for your_buxfer_login"). After that, please refer to the image below that displays what fields to match up with the Buxfer CSV file.

How to import CSV Files to ClearCheckbook from Buxfer

Android App Updated

11/7/2010 in ClearCheckbook Updates
We've released another update to the Android app that fixes more bugs and should eliminate more of the 0 balance issues. If you're using the Android app, we strongly recommend upgrading.

New Budget Features Available

9/20/2010 in ClearCheckbook Updates
We have just updated the budget area with two new options. Now, when you add or edit an existing budget, you can select whether or not you want deposits to be considered with the budget and you can also select if you want transfers to be considered in the budget.

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