When you connect an account to ClearCheckbook, your transactions will be automatically downloaded every day. We offer many different settings, duplicate transaction flagging and matching criteria to help make the syncing process work the way you want it to.
Connecting to your bank and syncing transactions is available to anyone with either a ClearCheckbook Premium or Sync Membership. ClearCheckbook Premium starts at $5 per month and gives you access to over 60 additional tools and upgrades. The sync membership costs $2.49 per month and gives you access to transaction syncing without any other premium upgrades.
By themselves, the ClearCheckbook Premium upgrade and the Sync Membership allow you to connect to 5 different financial institutions. If you need to connect to more than 5 different institutions, you can purchase both a premium membership and a sync membership. Having both memberships will allow you to connect up to 10 different financial institutions.
What counts as a connection? A connection is counted for different financial institutions. For example, Wells Fargo, Bank of America and Capital One are three different connections. We do not count multiple connections to the same institution toward your total. If you have 3 different accounts with Wells Fargo, that still only counts as one connection.
When you connect your bank to ClearCheckbook, the account you connected will appear with a small green link icon next to it. You can hover over the icon to see the last time transactions were downloaded for that account.
After transactions are downloaded to your account, they appear with a cloud icon next to the description in the Transaction Register. This icon helps differentiate synced transactions from those you manually entered.
We want to make sure the syncing works exactly as you want it to. In an effort to make this happen, we built some global sync settings that you can adjust to change the behavior of the transaction syncing.
The descriptions and categories that come pre-assigned with your transactions might not be exactly what you want. To help with this problem, we built a matching system where you enter some keywords and any time a synced transaction matches that keyword, we'll reassign the category and change the description as specified.
Set up budgets and see how much you spend toward them each month.
Track your monthly bills. Find out when you last paid your bill and for how much.
|Connect Your Bank to ClearCheckbook
Connect your bank and have your transactions downloaded automatically.
|Reminders / Recurring Transactions
Create reminders and recurring transactions so you never forget to pay a bill again.
Payoff your debts and loans faster with our Debt Snowball calculator.
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Project your balances to a future date to see how much money you might have in your accounts.
Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker.
Manage assets, such as your home, and their values to see how your net worth changes over time.
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
Do you have something you want to save up for? Use our Save-Up Tracker to enter your goals and we'll help keep track of your progress.
Use the Envelope system for setting and tracking your budgets.
See how the value of your crypto coins has changed over time.
Easily view all your transactions in our register.
All of your financial data at a quick glance on our Dashboard.