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Welcome to ClearCheckbook Version 4!

2/21/2015 in ClearCheckbook News

This has been a long time coming but we can finally say that we've launched the next great version of ClearCheckbook! V4 is the culmination of months of hard work spent re-writing code, updating the UI, adding new features, implementing suggestions and a lot of beta testing.

The goal of this update was to keep the site as similar as possible to what you're used to while updating the UI to be more friendly across all platforms, devices and screen sizes. While the site looks different, most of the behavior and locations of tools, links, menus, etc are the same as they were in the last version.

Before I get into all the changes and updates V4 brings... let me first mention a few things:

1. If the site looks weird, graphics aren't loading or you're having problems getting the site to work, please clear the cache in your browser. The easiest way is by refreshing the page about 5-10x in a row really quick.

2. During beta testing, some users complained about issues with contrast between elements on the site. We tracked this down to monitor angle issues or screen color calibration problems. If all the colors seem washed out, try adjusting your monitor angle or running a color calibration on the screen.

Now, on to what's new in V4!

Overall
  • Responsive Design
  • Increased number of autocomplete items from 5 to 10
  • Added 4 new video tutorials for a total of 10 (more will be coming too)
Dashboard
  • Reminders gadget - show alert for recently expired reminders
  • Bills gadget
    • Show alert for recently expired bills
    • Click on a bill to be taken to that bill
  • Adding Gadgets
    • Buttons for gadgets that are already on the dashboard are disabled
    • Not using pop-up box for the add gadgets form
  • Added icons to ClearCheckbooks Links gadget
  • Added 'Other Assets' field to Net Worth gadget to track any additional physical assets
Transaction Register
  • Icons for identifying Transfers and Paid Credit Card transactions
  • Site now remembers your View setting (jived, un-jived, withdrawals, etc)
  • Alternating background colors for jived transactions
  • Temporary account view doesn't get reset on column sort
  • Hover over account, category, description to see full text
  • Hover over sub category to see parent name.
  • Sub categories have a down arrow icon to specify them as sub category
  • When 'Modify Related Transfer' is selected on edit, the related transfer will also update if it's visible on the register
Credit Card section
  • If you change credit card accounts it doesn't reset your view options
Search Form
  • Ability to only show split children/transfers/paid cc transactions
  • Added This Quarter, Last Quarter and Last 90 Days options to date range for premium members
Reports
  • Charts updated and switched from Google Charts API
  • Balances timeline report updates
Debt Snowball
  • Improved display of progress bar
Reminders / Recurring Transactions
  • Improved / standardized navigation between view types
  • Deleting a reminder from the "All" list doesn't take you back to "Upcoming" list
  • Added a border to today's date even if there's a reminder on that day
  • Added a link to reminder emails that lets you disable email reminders
Bill Tracker
  • Improved report viewing
  • Standardized navigation between view types
  • Alert for recently expired bills
Budgets
  • Reports show up for newly created or just edited budgets (rather than having to refresh the page first)
  • Standardized navigation
  • Premium - Export budgets and budget history to CSV file
Budget History
  • Budget history totals are now calculated "on the fly" rather than storing the amount spent at time of reset
    • Provides more accurate historical data in case you added transactions after the budget had reset.
    • No need for the "reset budget history" function
  • View pie chart for spending vs budget on Text history
  • If a budget resets multiple times in a month period, each instance shows up correctly in the monthly text report view
  • Report graphics overhaul
Envelope Budgets
  • If you set a start date for the budget, clicking on the budget will only show transactions on and after that start date
Import Transactions
  • Added ability to click on a transaction to edit it (vs having to select the checkbox and then click the Edit button)
  • Paginating Duplicate Transaction checking
Auto-Jive Tool
  • Added page numbers to list of transactions
Settings
  • Icons to help quickly identify the different settings
Accounts
  • Inactive accounts are now faded
Categories
  • Sub categories in the category list are indented with an icon to help separate them from parent categories

As you can see, there are quite a few updates to check out. This is just the start though. One of the major driving forces behind the V4 update was to better future-proof the site by adopting modern web technologies. This will make it much easier for us to add new features, tools and updates to the site.

The next step for us is focusing on much needed overhauls to all of the mobile apps. We put those on the backburner for a while so we could get the main website updated. Now that V4 has been launched we can go back and spend time on the mobile apps.

ClearCheckbook started out as a tiny program I built and ran on my laptop so I could manage my own finances while I was in college. In the past 9 years ClearCheckbook has gone from something only I could access to a site with over 300,000 registered users managing over 60 million transactions. I just wanted to take a moment to say thanks to all of you for helping ClearCheckbook grow. Whether you've been around since the beginning or just found the site, I'm happy to have built a site that's constantly evolving to fit your financial needs.

Thanks again and enjoy V4!

Brandon O'Brien
Founder, ClearCheckbook.com

Comments for this post:

Install updates
How do I go about installing the updates? Do I have to install the app again? And if so will I lose the account I have now? Thank you
by Rita Wallace on Feb 21, 2015
Rita Wallace,

The updates described above are for the website you're using right now. There's nothing you need to install or do. All of your data transferred over as well.
by Brandon on Feb 21, 2015
Great - working well.
Thanks Brandon and you'all - looking good and working well - much appreciate that the look is familiar but bright and clean. Think I shall continue to find it very much my premier finance manager as it is so easy and responsive to use - the Google Calender link is particularly useful.

Congratulations and thanks again - JJS
by John J Smith on Feb 21, 2015
My Jived Balance is zero
I can't get my balance right. I have refreshed, logged out, nothing works. HELP
by themumphreys on Feb 21, 2015
Bill Tracker
I cannot get anything to work. The bill tracker will not let me add a bill, pay a bill or anything. I have not tried the register yet because still working on trying to get bill tracker to work. What do I need to do??? I also refreshed several times as indicated above and still nothing.
by vskerrett on Feb 22, 2015
If refreshing several times doesn't work, try explicitly clearing the cache in your browser.

Here are links on how to specifically clear your browser cache:

Internet Explorer 9, 10 and 11: https://kb.wisc.edu/page.php?id=15141
Chrome: https://support.google.com/chrome/answer/95582?hl=en
Firefox: https://support.mozilla.org/en-US/kb/how-clear-firefox-cache
by Brandon on Feb 22, 2015
Thank You
Loving the updates to the site! (So far no issues for me.)

Thanks for all your hard work!
by twim7693 on Feb 22, 2015
Looks good so far!
Been using this site for many years - glad to know that it is still growing and progressing. Keep up the great work!
by annuvin on Feb 24, 2015
Transactions won't mark as Jived
The website version is having difficulty with marking and retaining the jived transactions. I usually have to click multiple times to get the green check to appear on a transaction, and a few seconds later the green check will mysteriously disappear.
by IAACU Personal Checking on Feb 27, 2015
Glad I read this!
I've been having troubles with the new version since it came out, things just looked spread out and weird. After the crazy-click-refresh things look SO much better!
Keep up the great work!
by roxyody on Mar 2, 2015
Very good
Very pleased so far. I am having no problems at all, did get weird layout initially, but refresh did the job. No problems either with tick boxes. I wonder which browser these people reporting this issue is using, I am using Chrome, all fine. Thanks very much CCB team.
by Keld16 on Mar 3, 2015
Select ALL
The select all transactions box when clicked does not select any on the transactions line items. I just had to click each one by one. Using Chrome, but tried other browsers as well. Any ideas on this bug fix upcoming?
by EscaVi on Mar 4, 2015
Thank You!
I am new to Clear Checkbook and I want to thank you for a useful tool to replace software I've used in the past. I recently bought a Chromebook after using Google Chrome and Drive on my old laptop. I feared I'd have to go without money managing, but you have provided the ideal answer.

I especially appreciate the ease of navigation and versatility. You've provided everything I need to get started and it's reassuring to know that more is available on premium. I wish you every success in your business!
by Patinphx on Mar 4, 2015
Thanks
Want to say thank you. Been using v4 since beta and it's worked well for me and I'm very pleased.

Glad to hear you're upgrading the mobile apps. My wife and I are Android users and we both have a silly problem with the app that I hope you can address. When scrolling through the list of transactions it seems that often (not always) the transaction we had our finger on during the scrolling gets jived. It would be great if you could prevent this, as often time we end up having to go edit one or more transactions and unjive them.

Thanks again!
by stevendbrady on Mar 5, 2015

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