Connect Your Bank to ClearCheckbook

Connect Your Bank to ClearCheckbook

ClearCheckbook can connect to, and sync transactions from, over 10,000 different financial institutions. If you don't want to manually enter all of your transactions or go through the Import Transactions process, Transaction Syncing is a great way to utilize the full power of ClearCheckbook's tools.

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.

Learn more:

More of our financial tools:

Budget Calculator Budget Calculator
Set up budgets and see how much you spend toward them each month.
Bill Tracker Bill Tracker
Track your monthly bills. Find out when you last paid your bill and for how much.
Connect your Bank to ClearCheckbook Connect Your Bank to ClearCheckbook
Connect your bank and have your transactions downloaded automatically.
Reminders / Recurring Transactions Reminders / Recurring Transactions
Create reminders and recurring transactions so you never forget to pay a bill again.
Debt Snowball Calculator Debt Snowball
Payoff your debts and loans faster with our Debt Snowball calculator.
Import Transactions Import Transactions
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Investment Portfolio Investment Portfolio
Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker.
Spending Reports Spending Reports
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
Transaction Register Transaction Register
Easily view all your transactions in our register.
Financial Dashboard Financial Dashboard
All of your financial data at a quick glance on our Dashboard.
Save-Up Tracker Save-Up Tracker
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.

Contact ClearCheckbook

If you have a question about the site, please check the Support Forums, Tutorials and Help section to see if it's already answered there.

Your message has been sent.

Thank you for reaching out to us. We work hard to respond as quickly as possible to our emails. You'll receive a response soon.