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Tip: Using the Reminders System

2/2/2007 in ClearCheckbook News
The reminders system is a great tool for helping you remember those recurring monthly bills or any other event you think is important. With the different settings, you can set ClearCheckbook to send you an email between 1 and 7 days before your event occurs to help remind you. In addition to the email, a message will appear on your main accounts page keeping you informed of your upcoming event.

To use the reminders, log into ClearCheckbook and click on Tools. When the tools page loads, click on Reminders. This will bring up the main reminders page. Here you will see two calendars on the left plus some instructions and reminder box on the right.

Adding a Reminder
To add a new reminder, click on the "Add" link in the reminder box. Here you can enter the date the event will occur. You can also click the "Repeating" checkbox to bring up some options on how the event repeats through the week, month, or year. Another great feature with the reminders is the ability to set a stop date when you repeat an event.

The next option when you're adding a reminder is the ability to set a notification. You can click on the "Notify Me" checkbox to bring up the options. To set a notification, select the number of days before the event occurs that you would like to be reminded. This will make a message appear on your main accounts page. In addition to that message, you can also have us send you an email by clicking on the "Also, email me" checkbox. All emails are sent at 7:00am EST.

When you are finished with the settings, click the "Add Reminder" button and your reminder will be added. If it is set to happen within the next two months, the calendars on the left will update to show you your reminders.

Editing / Deleting a Reminder
To edit or delete a reminder, use the calendars on the left to move forward or backward through the months to find the event you want to edit. Each day that has a reminder will have a yellow background. If you move your mouse over the day it will tell you how many reminders are occuring on that day. To edit the reminder, click on the day and the reminders box on the left will load that reminder. From here, you will see an Edit and Delete action. If you want to delete a reminder, click on the Delete link. A pop up message will appear asking if you want to delete this specific reminder or all of them. This is a good way to modify events that might not have a weekly or monthly recurring rate. When you make your choice it will remove the specified reminder from the system.

If you would like to edit the specific reminder, click on the Edit link. This will bring up the same box that you saw when you added a reminder. You can change any of the information you desire and then click the "Edit Reminder" button to save it. This will save the changes for every reminder if it's repeating.

It's that easy. All you do is tell us when you want to be reminded and we set everything up for you. If you haven't tried the reminder system and have some monthly bills (like the credit card, rent, loans, car payment, etc) give it a shot and we're sure you'll love it.

If you use the reminder system, let us know what you think in the comments!

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