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New Feature: Archive old Accounts

1/21/2008 in ClearCheckbook Updates
If you're like me, you've had a few old bank accounts or credit cards that you have canceled or closed out. Instead of constantly seeing these old account names when using the site, we just developed the option to Archive your old empty accounts.

This option doesn't delete any of your transactions, it simply hides all mention of these accounts from the site. You can go back at any time and set them as active so you can view the data from those accounts.

To archive your old / empty accounts, click on the Settings link and go to Manage Accounts. Simply uncheck each account that is no longer active and click Save. You can come back to this page at any time to re-activate your accounts.

We have also made it a little easier to switch between the different types of reports. A lot of people didn't know we still had bar graphs available to view on the site because the link was a little hard to find. Now it will be much easier to see and use.

If you have any questions about the added Archive feature, please send us a message by clicking on the Contact Us link at the bottom of every page!

Comments for this post:

I don't know if this is from the request I had made or not, but it works perfect to meet what I needed!

Thanks as always!
by benjamins on Jan 22, 2008
This was a necessary feature that has been missing. This (seemingly) small update makes organizing our information even easier. I had resorted to adding an 'x' in front of my closed accounts so they would at least be 'out of the way'.

Well done and thank you.
by tastypopsicle on Jan 30, 2008


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