ClearCheckbook Money Management
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New "Page Specific" Help Topics!

1/6/2010 in ClearCheckbook Updates
We just rolled out an upgrade that will allow you to get help topics specific to the page you're viewing by clicking on a new Help tab at the top right side of the page. This new tab will appear on any page where there is specific help topics for that page.

This new help tab will cover frequently asked questions as well as provide some walkthroughs that cover some of the tasks for the page you're viewing. This will make it much easier to find helpful information and answer those quick questions you might have without digging through the entire help section.

We will keep the help topics up to date by updating them if we find users are still having trouble with certain aspects of the site. If there's a question/answer you think we should add to any of the help topics, please let us know!

More Updates: Forum Searching and Auto-Completing Memo/Payee Fields

12/3/2009 in ClearCheckbook Updates
We just added the ability to search through out Support Forums. If you have a question you can try searching first before creating a new thread with a topic that might have already been answered.

We have also added the auto-complete feature to the premium Memo and Payee fields. Now you can have those fields auto-complete when you're typing in them.

As always, if you have any other suggestions for new features or additions to the site, please head over to the Feature Suggestion Forum and let us know!

Upgrades and fixes for Reports, Limits and Future Balances!

12/2/2009 in ClearCheckbook Updates
We just released a few upgrades and bug fixes to various parts of the site. The first upgrade is to the Limits/Budget tool. The tool now lists a Totals row so you can see the totals of all your current limits as well as the percentage of your overall limits.

The second upgrade is to the Estimate Future Balances tool. You can now see a "Details List" for all transactions being calculated for each month. When you run a future balance estimation, there is now a "Details" link next to each month. Simply click it and you will see a breakdown of all transactions that are included to figure out your future balance for that month.

We also fixed a few bugs in the Reports section that was causing some months of data to be left out of the text breakdowns under the Account reports.

Also, if you're viewing a specific account, when you try to add a transaction, it will default to that account.

If you have any other suggestions for new features or additions to the site, please head over to the Feature Suggestion Forum and let us know!

New Premium Feature: Merging Categories

11/23/2009 in ClearCheckbook Updates
We're announcing the release of a small new tool that will let you merge multiple categories into one. Do you have a couple categories that you'd like to merge together but don't want to go back and change every transaction? Now you can simply go to the Categories settings page and select the categories you want to merge from and which one you want to merge them into and we'll take care of everything.

This isn't something you're going to use every day, but when you need to use it, you'll be glad it's there.

If you have any other suggestions for features or tools we can add to the site, please head over to our feature request forum and let us know!

Some updates to the Account Dashboard!

11/20/2009 in ClearCheckbook Updates
We've updated a few gadgets on the Account Dashboard to make things a little easier for you. You can now adjust the number of transactions the "Latest Transactions" gadget displays. You can choose from 10, 15, and 20 transactions. You can get to these options by clicking the "down arrow" icon on the top right side of the Latest Transactions gadget.

We also added the "Post Now" button on the Reminders gadget. Now you'll be able to instantly post recurring transactions from the gadget rather than having to go to the Reminders page.

You might have to refresh your browser a few times on the dashboard page to clear out any javascript files your browser has cached.

If you have any other suggestions on how to make the dashboard or any other part of the site better, head over to the Feature Suggestion Discussion Forum and let us know!

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For minor updates and bug fixes, check out our Site Updates in the Support Forums.