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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!

New navigation structure is now live.

10/21/2009 in ClearCheckbook Updates
We have updated the navigation structure to give you a better idea of what each nav item does. The new navigation is broken up into Overviews, Register, Reports, Budgets and Tools sections. There are also two smaller icons to add transactions and search transactions.

The Overviews is the Account Dashboard. The Register is the Summary page. Budgets will take you to the Spending Limits page. Everything else should work as normal.

If you have any questions about the new navigation, please let us know.

New Feature: Custom Reporting!

10/8/2009 in ClearCheckbook Updates
A new feature has just been released that lets Premium members create custom reports based on search criteria. You now have the power to essentially create limitless reports based on whatever data you want.

Simply go to Reports and then click on the Custom tab and you can enter your search criteria and some reporting options (whether you want transfers to be included and whether you want a day or month view) and then we'll create the report for you.

Let us know what you think!

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