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2-Step Verification Now Available on ClearCheckbook

11/30/2018 in ClearCheckbook Updates

We've added an extra layer of protection to your login with 2-Step Verification

2-Step Verification, or Multi-factor authentication (MFA), is a widely used method for securing your data online. The ClearCheckbook MFA is opt-in, meaning you can enable this if you'd like to add an extra level of security to your login.

Our MFA relies on you scanning a QR code through a security / authenticator app on your phone. Once done, the app will have an entry for ClearCheckbook and a 6 digit code that changes every 30 seconds. When you sign into ClearCheckbook, you'll provide your username and password and then you'll be asked to provide the 6 digit code before you're signed into your account.

2-Step Verification for ClearCheckbook
Sample 2-Step Verification QR code


You can enable MFA by signing into your account and then click on Settings at the top right side of the page. Next, click on the 2-Step Verification link. Scan the QR code on this page with the MFA app of your choice and then enter the 6 digit code provided by the app to verify setup and enable MFA.

There are many widely used authenticator apps available that you can use with our MFA setup. Some of the most popular are: Google Authenticator, Microsoft Authenticator, Authy and LastPass Auth. Using our MFA will require you to have your mobile phone with you each time you manually sign into the site. Note: you won't be prompted to enter the 6 digit code if you have cookies enabled and remain signed into your account. The only time you'll be prompted for your MFA is each time you actually log in.

If you'd like to read more about what MFA is and why it's useful, check out these resources:

'Zero-Out' Method Reconciliation Tool Now Available

11/28/2018 in ClearCheckbook Updates

We've added a new reconciliation tool if Jiving isn't for you.

While we still stand behind ClearCheckbook's established reconciliation tool, Jiving, we've had many users want a more traditional way to reconcile their bank statements by zeroing out to their ending balance by selecting the transactions that appear on their statement.

The tool we built to handle this is called Zero-Out Reconciliation and can be found by clicking on the " Reconcile" link in the Account Options box at the top right side of the Transaction Register. We moved a few links around and now have the Reconcile link next to the Credit Card payment tool, Search and Export links in the Tools line.

Account Options screenshot
New layout of Account Options box (as seen by ClearCheckbook Premium members)


To quickly summarize how the Zero-Out Reconciliation tool works: you'll select an account, statement end date and the ending balance for the statement. Once done, the site will find all unjived transactions for that account. You'll select the transactions from the statement and at the end the difference between the ending balance and the selected amount should be zero.

Once you've zeroed out the statement, clicking the Reconcile button will jive all the transactions and save the statement details (with an optional memo) to your reconciliation history.

We wrote an extensive step-by-step guide that walks you through how to use the Zero-Out Reconciliation tool as well as provides some common issues and fixes for if your statement doesn't zero-out. This walkthrough can be found here: Zero-Out Reconciliation help (note: you must be logged in and have an active ClearCheckbook Premium membership to see this page / use the new tool)

Zero-Out Reconciliation Sample: The arrows point out a successfully zeroed out statement.
Zero-Out Reconciliation sample

This is new reconciliation tool is available to all ClearCheckbook Premium members. If you haven't upgraded to ClearCheckbook Premium, we encourage you to check out the included upgrades and features here. ClearCheckbook Premium upgrades are how we can keep ClearCheckbook constantly growing and improving. Please consider an upgrade if you haven't already!

ClearCheckbook iOS app update looking for beta testers

3/5/2018 in ClearCheckbook Updates
We're currently testing a new version of the ClearCheckbook iOS app that includes the Bill Tracker and Report tools plus many other fixes. If you're interested in helping us beta test the new version of the app please use the Contact Us form at the bottom right side of the page and send us an email containing the email address associated with your iTunes account.

The new version is simply an update to the existing version and will not remove any of your existing transactions or data.

Thanks!

Add Transaction issues for some users

2/28/2017 in ClearCheckbook Updates
Amazon, who hosts our javascript assets, is currently experiencing errors for the US-East-1 region of their network which is preventing some of our javascript files from loading. Due to this, it's preventing the Add Transaction functions from working as well. You can follow along with the status here as well: https://status.aws.amazon.com/.

We're working on temporarily moving all assets back to our own servers until this gets resolved.

ClearCheckbook Android App beta version available to everyone

2/26/2017 in ClearCheckbook Updates
We got a lot of great feedback from our closed beta testing and have decided to open beta testing to anyone who wants to try the new version. Simply go to the ClearCheckbook MoneyManagement app in the Google Play store (https://play.google.com/store/apps/details?id=com.clearcheckbook.app) and you should see the option to download the new beta version. If not, you can directly download the beta app by clicking on the following link: https://play.google.com/apps/testing/com.clearcheckbook.app.

We hope to have the new version of the app released soon. Thanks in advance for your feedback!

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