Many people were sending in emails asking for a way to view an overview of all their accounts easily and in one place. After spending some time determining the best way to execute this, we're proud to announce the Accounts Overview feature on the Accounts page.


Now you can easily and quickly show or hide your accounts overview by clicking a single button. By default, your accounts overview is displayed. To shrink it, you can click on the "Shrink" link. If you decide you want to see all your account balances again, simply hit the "Enlarge" link and it will come back.

The reason we're giving you the option to shrink it down is that not everyone wants to see their account balances or they only have one account and don't need to see it. This will give them the option to hide it while it will give other people the option to display it.

The Enlarge / Shrink feature is also a great way to give yourself some extra screen real estate and allowing you to view more of your entries without having the Overview at the top of the page.

Try it out and let us know what you think about it in the comments!

This feature has been requested many times by our users and we're happy to announce it's here. When you're adding entries on the "Add Entry" page, you can now create new Accounts and Categories on the fly. Previously you would have to go to the Settings page and add your new accounts or categories there.

This new feature will help you save some time when you're adding your purchases and deposits and realize you want to set up a new category or account.

If you're having problems with the new accounts or categories loading, try refreshing your browser a few times. The old javascript file might have been cached by your browser and isn't loading the new code that allows the new accounts and categories to get added.

The long awaited help documentation has been completed and is now available from anywhere on the website by clicking on the "Help" link at the top right in the navigation bar. You can browse through the help topics as a list or search by tag / keyword.

There are currently around 70 help topics and that list will grow as new features are added to the website. If one of your questions isn't answered in the help section, as always, feel free to use the Contact Us link and let us know.

The time has finally arrived... you can now set monthly limits on your spending categories! Members have been requesting this feature for quite some time and we're proud to announce it's finally here. This will be a great tool for helping you set budgets each month.

In the new Monthly Spending Limits manager you can quickly add, view, edit and remove limits for accounts and categories. Forget using envelopes to manage your money each month, let us do it for you automatically. Once you set up a limit for an account or category, as soon as you make a purchase in that account or category it deducts from your limit and shows you how much you've spent.

As you can see from the screenshot on the left, my budgeting could use a little work. Now that the limits manager has been set up, it'll be a lot easier to judge how much I can spend on different categories each month.

You really need to check it out and see how awesome and easy it is to use. You can check out the screenshots if you don't already have an account with us.

Try it out and let us know what you think by posting here in the comments!

There have been a few minor updates made today. The first and most obvious update to our members is the re-organization of the navigation structure when you log in. Now, all the helpful tools are placed in a "Tools" link and are no longer in "Settings."

The links that now reside in "Tools" are Checkbot, Reminders, Spending Limits, Scratch Pad, Importing Records and Exporting Records. Breaking these away from Settings and putting them in Tools is an obvious decision. In the Settings menu you'll find, strangely enough, the settings that will help you manage your ClearCheckbook.com account.

In addition to the navigation structure update, CheckBot has also been updated. You can now transfer money from one account to another with Checkbot. The text you need to type in to make a transfer is located in the CheckBot Manager (which is now in Tools -> Manage Checkbot).