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Viewing Multiple Accounts on Transaction Register

1/22/2014 in ClearCheckbook Updates
We just released a new feature, some updates and a few bug fixes. The main new feature is the ability for Premium members to select multiple accounts to view on the Transaction Register. If you're a premium member the Accounts drop down list is now a multi-select form where you can select among any of your active accounts. By selecting multiple accounts your balances will update accordingly and the register will show transactions for each of those accounts combined.

The Search tool was also updated with some new options. When you're searching or exporting transactions you can now select to exclude transfers and paid credit card transactions. This will make it easier to see the correct balances for accounts since you can eliminate duplicates (eg: you paid your credit card with a transfer so now you can hide all the paid transactions since they're covered by that transfer).

In addition to those updates we also knocked out a few small bug fixes related to exporting transactions and the reminders/recurring transactions gadget.

If you're a premium member trying to select multiple accounts and it doesn't seem to be working correctly, please refresh the page about 5-10x in a row really quick to clear your browsers cache.

Comments for this post:

Thanks
Been a while since I checked things out...love CCB....and the Android app...realized my membership coming up and good reminder to say Thank you.
by ej1842 on Apr 11, 2014

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