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Site Updates
Here's a list of all the front facing updates we've been making to ClearCheckbook. This list consists of bug fixes, minor/major updates and new features which could be of interest to you as a customer. Check back to see what updates we've been making!
Note: Backend updates (server, database and underlying code) are not shown in this list unless they directly affect some functionality of the website features.
Thread Title
Replies
Last Reply
Update

Ability to retire an asset

by Brandon
0
June 3, 2021 by Brandon
Bug Fix

Synced Credit Card initial balance fixes

by Brandon
0
June 1, 2021 by Brandon
Update

Transfer categories added to Credit Card payment form

by Brandon
0
June 1, 2021 by Brandon
Bug Fix

Merge Complete alert erroneously showing up

by Brandon
0
June 1, 2021 by Brandon
Update

Merge Transactions option in Transaction Register for synced transactions

by Brandon (posted April 13, 2021)
2
April 22, 2021 by Mariajgamboayahoo
Update

Improved 'Make Transfer' button logic

by Brandon
0
April 13, 2021 by Brandon
Bug Fix

Investment Portfolio incorrectly flagging symbols for lookup

by Brandon
0
April 2, 2021 by Brandon
New Feature

Sort Account Overviews by name, balance or jived balance

by Brandon
0
March 25, 2021 by Brandon
Update

Copy sum of splits to parent transaction amount

by Brandon
0
March 25, 2021 by Brandon
Update

Export Balances Timeline report to CSV

by Brandon
0
March 25, 2021 by Brandon
Bug Fix

Grouped / Combo Budget rollover bug

by SiliconTrance (posted March 4, 2021)
1
March 18, 2021 by Mariajgamboayahoo
Update

Import Transactions file verification before upload

by Brandon
0
March 14, 2021 by Brandon
Update

Option to show transfer transactions in Account Reports

by Brandon
0
March 14, 2021 by Brandon

New Feature: Automatic Categorization of Imported Transactions

by Brandon (posted June 15, 2012)
10
March 14, 2021 by Brandon
Update

Additional User Permission update - Prevent Deleting Transactions

by Brandon
0
March 10, 2021 by Brandon
Bug Fix

Bill and Reminder associations

by Brandon
0
March 4, 2021 by Brandon
Bug Fix

Export budget history to CSV

by SiliconTrance
0
March 4, 2021 by SiliconTrance
New Feature

Run Sync Keyword Matching on previously synced transactions

by Brandon
0
February 25, 2021 by Brandon
Bug Fix

Search result sorting

by Brandon
0
February 23, 2021 by Brandon
Update

Better handling of international exchanges in Investment Portfolio

by Brandon (posted January 28, 2021)
1
February 21, 2021 by csgaras
Update

Improved handling of larger files in Import Transactions tool

by Brandon
0
February 20, 2021 by Brandon
Update

Split difference from parent amount

by SiliconTrance
0
February 19, 2021 by SiliconTrance
Bug Fix

Reports -> Beta -> Payee split children issue

by SiliconTrance
0
February 17, 2021 by SiliconTrance
Bug Fix

Merge Categories list issue

by SiliconTrance
0
February 12, 2021 by SiliconTrance
Update

New Sync Transactions Setting - flag possible duplicate transactions

by SiliconTrance
0
February 12, 2021 by SiliconTrance
New Feature

A new Sync Membership that allows you to connect your bank to ClearCheckbook

by SiliconTrance
0
February 10, 2021 by SiliconTrance
Update

New Sync Transaction Setting - don't jive posted transactions

by SiliconTrance
0
February 8, 2021 by SiliconTrance
Update

Improved initial balance calculation for synced accounts

by SiliconTrance
0
February 8, 2021 by SiliconTrance
Bug Fix

Split amount notification bug

by Brandon
0
January 28, 2021 by Brandon
Update

Improved contrast on transaction register for jived positive amounts

by Brandon
0
January 28, 2021 by Brandon

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