ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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Account Setup Walkthrough

The Account Setup Walkthrough will take you through the various pages to set up your accounts, categories, budgets and reminders. This is the same walkthrough you can opt to take when you first registered for ClearCheckbook.

You can find the Account Setup Walkthrough page by clicking on Settings at the top right side of the page, then click on Account Setup Walkthrough under the Miscellaneous Actions header.

Starting the Account Setup Walkthrough

If you want to go through the account setup process again, you can click on the Account Setup Walkthrough link in the Settings page. This will walk you through setting up your accounts, categories, budgets and reminders.

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