ClearCheckbook Support Forums

ClearCheckbook Support Forums

Search the Forums

Enter a word or phrase
  1. Forums
  2. Announcements
  3. Site Updates

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 - Automatically merge synced and manually entered duplicates when a sync happens
Replies
Last Reply
0
December 5, 2023
by Brandon
by Brandon
Bug Fix - Saving Reconciliations
Replies
Last Reply
0
December 1, 2023
by Brandon
by Brandon
Update - Duplicate Transactions tool update
Replies
Last Reply
0
December 1, 2023
by Brandon
by Brandon
Update - Bill Tracker - Type filtering and update to gadget
Replies
Last Reply
0
November 30, 2023
by Brandon
by Brandon
Update - Create ClearCheckbook Account for Unpaired Authorized Accounts
Replies
Last Reply
0
November 28, 2023
by Brandon
by Brandon
Bug Fix - Additional User Permissions in Reports
Replies
Last Reply
0
November 28, 2023
by Brandon
by Brandon
Update - Estimate Future Balances - Report shows red line if balance is negative
Replies
Last Reply
0
November 15, 2023
by Brandon
by Brandon
Bug Fix - Additional User Permissions in Reports
Replies
Last Reply
0
November 3, 2023
by Brandon
by Brandon
Bug Fix - Duplicate Transactions tool in mobile view
Replies
Last Reply
0
October 11, 2023
by Brandon
by Brandon
Update - Investment Portfolio data for mutual funds
Replies
Last Reply
0
September 20, 2023
by Brandon
by Brandon
Update - Ability to hide tools from the Tools page
Replies
Last Reply
0
September 14, 2023
by Brandon
by Brandon
Bug Fix - Asset Management tool
Replies
Last Reply
0
September 11, 2023
by Brandon
by Brandon
Update - Split Health Checkup tool updates
Replies
Last Reply
0
September 8, 2023
by Brandon
by Brandon
Update - Envelope Budget list formatting
Replies
Last Reply
0
September 8, 2023
by Brandon
by Brandon
Bug Fix - Editing a bill in the Bill Tracker
Replies
Last Reply
0
September 6, 2023
by SiliconTrance
by SiliconTrance
Bug Fix - Latest Transactions gadget issues
Replies
Last Reply
0
September 6, 2023
by SiliconTrance
by SiliconTrance
Bug Fix - Money Lending Tracker - sums when single account is selected
Replies
Last Reply
0
August 23, 2023
by Brandon
by Brandon
New Feature - Set as Cleared selected by default on Add Transaction form
Replies
Last Reply
0
August 22, 2023
by Brandon
by Brandon
New Feature - Ability to hide any reference to Cleared or reconciling
Replies
Last Reply
0
August 22, 2023
by Brandon
by Brandon
Update - Moving Dashboard gadgets and notes on mobile devices
Replies
Last Reply
0
August 22, 2023
by Brandon
by Brandon
Update - Column sorting and account filtering in Money Lending Tracker
Replies
Last Reply
2
August 19, 2023
by Brandon (posted August 7, 2023)
by joyrodricks
Update - Synced Transactions pending transaction warning
Replies
Last Reply
1
August 10, 2023
by SiliconTrance (posted August 8, 2023)
by geordykoutlook
Bug Fix - Category Text Reports - Total column incorrect under some circumstances
Replies
Last Reply
0
August 4, 2023
by Brandon
by Brandon
Update - Minimum and Maximum Balances on Upcoming Transactions block
Replies
Last Reply
0
July 29, 2023
by Brandon
by Brandon
Update - Advanced Suggestion Ignoring
Replies
Last Reply
2
July 22, 2023
by Brandon (posted June 25, 2023)
by Brandon
Update - Increased allowed size for transaction attachments
Replies
Last Reply
2
July 19, 2023
by Brandon (posted June 28, 2023)
by kkcaudle12gmail
Bug Fix - Auto-complete 'text only' setting wasn't persisting after signing out
Replies
Last Reply
0
June 25, 2023
by Brandon
by Brandon
Bug Fix - Crypto Portfolio update
Replies
Last Reply
0
June 5, 2023
by Brandon
by Brandon
Bug Fix - Investment Portfolio - Last Market Price issue
Replies
Last Reply
0
June 5, 2023
by Brandon
by Brandon
Update - Viewing split parents from Search Results
Replies
Last Reply
0
June 3, 2023
by Brandon
by Brandon

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.