ClearCheckbook Money Management
Money Management Made Easy
Financial Tools

Money Management & Budgeting Tools

Our goal is to offer you the most robust tools for managing your money, all while keeping things extremely easy to use and as uncluttered as possible. We know software like Quicken is a big turnoff to a lot of people because of its overabundance of features and difficulty to use.

Some of our financial tools:

Check out the links below to learn more about some of the financial tools available at ClearCheckbook.

Budget Calculator Budget Calculator

Set up budgets and see how much you spend toward them each month.

With our budgets tool you can set up weekly, bi-weekly, monthly, quarterly, semi-annually and annual budgets for any of your accounts and spending categories.
Budget Calculator - List of Budgets
Bill Tracker Bill Tracker

Track your monthly bills. Find out when you last paid your bill and for how much.

Our Bill Tracking tool lets you enter all your monthly bills, what amount you owe, when the bill is due, a note and what account you usually pay with.
Bill Tracker - List of Bills
Connect your Bank to ClearCheckbook Connect Your Bank to ClearCheckbook

Connect your bank and have your transactions downloaded automatically.

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.
Sync Transactions - Downloaded transactions
Reminders / Recurring Transactions Reminders / Recurring Transactions

Create reminders and recurring transactions so you never forget to pay a bill again.

The Reminders and Recurring Transactions tool lets you custom schedule one time or repeating reminders. You can also associate transactions with these reminders so on a specified date, the transaction will get automatically added to your account.
Recurring Transactions - Calendar
Debt Snowball Calculator Debt Snowball

Payoff your debts and loans faster with our Debt Snowball calculator.

The Debt Snowball method is a debt payment plan that has you pay off your smallest loans first. When you pay a debt off, you take the money you were paying toward that one and add it to your next debt.
Debt Snowball Calculator - List of Debts
Import Transactions Import Transactions

Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.

Want to start managing your money but don't want to manually enter all your old transactions? Simply import transactions into ClearCheckbook by exporting them from your bank or other financial software.
Import Transactions - Select your file
Estimate Future Balances Future Balances

Project your balances to a future date to see how much money you might have in your accounts.

Do you want to know how much money you'll have in your account over the next few months? The Estimate Future Balances tool takes data from other features on the site and estimates what your balance will be at a future date.
Estimate Future Balances - balance report
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.

Simply enter your investment information and we keep track of daily and overall gains. You can also quickly see the total amount of money you have invested at any time.
Investment Portfolio - investment list
Asset Management Asset Manager

Manage assets, such as your home, and their values to see how your net worth changes over time.

The Asset Manager tool is here to help you track your tangible assets and their value over time. The Asset Manager ties into the Net Worth reports so you can have a complete picture of your net worth.
Asset Manager - asset list
Spending Reports Spending Reports

View all of your spending and saving data in several report formats including line, bar, pie and text reports.

Want to know where all your money's going? ClearCheckbook makes it easy to track where you're spending your money and how much you're saving with our Spending Reports. All reports are generated based on the transactions you enter into the site.
Spending Reports - pie by year
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.

Do you like keeping track of how much money you have? If so, our Savings Goal Tracker can help you save up for various goals.
Save-Up Tracker - saving list
Envelope Budgets Envelope Budgets

Use the Envelope system for setting and tracking your budgets.

Once you set up and fund the envelope budgets, your budgets will instantly update whenever you categorize transactions for an envelope category.
Envelope Budgets - Grouped budgets
Crypto Portfolio Crypto Portfolio

See how the value of your crypto coins has changed over time.

As more people are buying into crypto currencies, the need to track them in relation to the rest of your finances is becoming more important.
Crypto Portfolio - investment list
Transaction Register Transaction Register

Easily view all your transactions in our register.

When you add transactions or import them into ClearCheckbook, they show up in the transaction register with the date, amount, account, category and description. You can also enable some custom fields like a payee, memo and check number field.
Transaction Register - list of transactions
Financial Dashboard Financial Dashboard

All of your financial data at a quick glance on our Dashboard.

Add and organize various gadgets that let you quickly see all of your financial data in one easy glance.
Account Dashboard - gadgets

Some of our additional financial tools include:

  • Notes: Jot down notes, todo lists, things to buy, etc with our notes too. This is a great way to keep track of any miscellaneous information you might need to come back to later.
  • Exporting Transactions: Ever need to export your transactions? You can select the exact transactions you want to export and download them to a CSV, OFX, QFX or QIF file.
  • Searching: We have a great searching tool that lets you search by many different criteria to find the exact transactions you're looking for.
  • Money Lending Tracker: If you have loaned money to someone or if you've borrowed some money, keep track of it here so you don't forget who owes you money or who to pay back.
  • Duplicate Transaction Searching: Search for and deal with duplicate data in your transaction register.
  • Payee Management: Easily manage all of your Payees in one place. Quickly access Payee reports from within this tool as well.
  • Transaction History: Accidentally edit or delete a bunch of transactions? Simply go to the Transaction History tool and undo all those changes!
  • Mobile Apps: We offer a mobile optimized site as well as dedicated iOS and Android apps.