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!

• 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

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

• 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

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.

• 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.

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 clearcheckbook.com 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.