If you haven't already created a ClearCheckbook login, you can do this through the app by clicking on the + Sign Up button when the app launches
+ Sign Up buttonYou will need to enter a valid email address, choose a username and enter a password. Once you filled out all the required fields and sign up, you'll be logged in and then you can start managing your finances.
Note: You can also create your ClearCheckbook login through the website here: Sign up for ClearCheckbook
To log in, enter your username (or email address) and your password into their respective fields and then click the Log In button.
Log In buttonOnce you sign in you will be taken to your accounts list that shows all of your account balances.
The Accounts list shows all of your accounts with their Jived and Overall balances, plus your Total Jived and Overall balances. Clicking on any of the accounts will take you to a list of transactions for that account.
If you set up credit limits for any of your credit cards, there will be an information block at the top of the Accounts list that shows your credit limit information. There will also be a small information block on the credit card account itself that shows the credit information for that specific card.
Clicking on the credit limit information block will expand it to show you more details about how much you've spent toward your credit limit.
You can choose to hide the credit card balances from the Account Overviews by clicking the appropriate toggle.
If you have accounts with multiple currencies, the total of each currency will be listed separately at the top of the Accounts list.
You can add a new transaction from the Accounts list or from the Transactions list by clicking the green + button at the top right side of the screen.
Once you click the Add Transaction button, the Add Transaction form will appear and you can enter the details of your transaction.
The Description and Payee fields will offer auto-complete suggestions based on the keyword you're typing. If you click on a suggestion, the description/payee, account and category fields will be populated based on the selected suggestion.
The Add Transaction form has the same required fields as the website. If you want to split a transaction, click the split icon to the right of the Amount field in the Add Transaction form.
To add a new split, click on the + button at the top right side of the screen. You can add as many splits as you need for the transactions. The totals of the splits will appear in the bottom right side of the Splits page. Once done, swipe back to the Transaction form and finish adding any other transaction details.
Transactions that contain splits will show that information below the amount in the Transactions List.
If you click on a transaction to edit it, you'll also see the number of existing splits the transaction has under the split icon. Clicking on the split icon will allow you to edit those splits.
When you click on an account from the Accounts list it will take you to a transaction register that shows you all of your transactions for that account.
You can edit or delete a transaction by clicking on it from the list. This will bring up an Edit Transaction form where you can change any of the transaction details. To delete the transaction, click the Delete icon at the top right side of the screen.
The top of the list shows the account balance. You can click on the icon at the top right side of the screen to bring up a search filter.
If you have any post-dated transactions, clicking the icon at the top of the page will take you to the most current, non-future, transaction.
You can click on the Scheduled tab in the navigation at the bottom of the screen to access the Reminders and Bills pages. The first page that loads is the Reminders list which shows all of your upcoming reminders and recurring transactions. If you have an unposted recurring transaction, you can post it to your register at any time by clicking the Post button.
You can add a new reminder or recurring transaction by clicking the green + button at the top right side of the screen. Clicking on any existing reminder will let you edit the details for it. The Add Reminder form has fields to enter the name of the reminder, how it's set to occur, whether you want to be emailed ahead of the day it will occur and whether or not you want to associate a transaction with it.
To view your Bill Tracker items, swipe the screen to the left to access the Bills screen.
The Bills screen lists all of your unpaid and upcoming bills. You can add a bill by clicking the green + button at the top right side of the list. To edit a bill, click on the bill you wish to edit and the edit form will appear.
Clicking the Pay button will let you pay the bill. You can choose to pay the bill by adding a transaction or to simply mark it as paid.
Both the Bills and Reminders pages have a search box at the top of the list. Typing in the the search box will filter the results to bills or reminders where the title matches the keyword entered.
You can click on the Budgeting tab in the navigation at the bottom of the screen to access the Budgets page. The Budgets page shows the total of all your budgets at the top of the page and then each individual budget below that.
Clicking on the + button at the top right side of the screen will let you create a new budget. Clicking on any existing budget will let you edit the details for it.
If you want to add a new account or edit or delete an existing account, you can do this by clicking on the Edit button at the top right side of the Account list.
Clicking on the + button at the top right side of the screen will let you create a new account. Clicking on any existing account will let you edit the details for it, while clicking the Delete button will delete the account.
When you edit an account, you'll see a form similar to this one pop up with all of the details of your account. You can change any of the fields as needed. To save the changes, click the check mark icon at the top right side of the screen.
If you want to add a new category or edit or delete an existing category, you can do this by clicking on the More button at the bottom right side of the screen and then click on the Manage Categories menu option.
Clicking on the + button at the top right side of the screen will let you create a new category. Clicking on any existing category will let you edit the details for it, while clicking the icon will delete the category.
Account Groups are a way to separate your accounts into various groups. Account Groups can be minimized on the Account Overviews screen if you have an account group that you don't use very often.
You can manage your Account Groups by clicking on the at the top right side of the Account list and then click on the Edit Account Groups button.
Next, click on the Edit Account Groups button to manage your Account Groups.
If you haven't already set up any Account Groups, you'll see a notification with some instructions on how to create one. To create a new Account Group, click on the + button at the top right side of the screen.
When you click the + button, a form will appear at the top of the page where you can enter the name of the Account Group and set whether or not you want the accounts associated with this group excluded from your overall balances.
In this example, we created a group called Credit Cards. We haven't added any accounts to the group yet which is why it's empty. Any accounts that haven't been assigned to a group yet will appear under the No Group section.
When you click on a group name, a form will appear where you can edit the group name and whether or not the group total should be excluded from the overall balances. You can also delete the group by clicking the Delete Group button. Deleting a group will not remove any accounts associated with that group. Any accounts associated with the group will simply be assigned to No Group.
You can assign an account to a group by clicking on an account and then selecting the group it should belong to. You can also drag an account to the group you want it to belong to. Once you click the back arrow, all of your changes will be saved.
Another way to assign an account to a group is in the normal Edit Account form. You can select which group the account should be assigned.
If you chose for a group to be excluded from the overall balances, that group will appear with an eye icon next to it ().
After you've set up account groups and assigned an account to them, the groups will appear in your Account Overviews with each of the accounts belonging to that group shown below it.
To minimize a group, simply click on the group name and the group and associated accounts will be hidden from display.
Your security and privacy is very important to us. In order to keep your data as private as possible we provided a way to lock the app when it gets closed. To set up this security, click the More button at the bottom right side of the screen and then click on the Lock App menu option.
Depending on what kind of sensors and features your phone has, you can set up a biometric or face scan which is backed up with a PIN or you can simply set up a PIN. When the app is opened, rather than asking you to log in, you will be prompted to give your fingerprint, scan your face or enter your PIN.
You can disable the app lock at any time by clicking on the Lock App menu item and then following the instructions for disabling the lock.
The ClearCheckbook app gives you the option to sync all of your data from our servers to your phone. Having all of your data on your device will help improve auto-complete suggestions and make the search filter work better.
Depending on how many transactions, reminders, budgets and bills you have, your data might automatically download. You can re-sync your data at any time by clicking on the More button at the bottom right side of the page and then click on Re-Sync All Data.
If you have many years worth of transactions and a lot of reminders or bills, this syncing process could take up to a couple minutes. The app will show you the progress as it's downloading your data.
Note: Logging out of the app will delete all local data.
You can access and control the behavior of the app by clicking on the Settings link.
The settings are broken up into different sections and will change based on your ClearCheckbook Premium status.
Explanation of the settings:
| Setting | Description |
|---|---|
Account Balances in Selector |
When enabled, the Account selector when adding or editing transactions will show the account balances under the account name. Example of this option enabled. |
Running Balances1, 2 |
Enable or disable the running balances from showing up in the Transaction list. |
Check #1, 2 |
Enable or disable the check number field from the add/edit transaction forms and the transaction list. |
Payee1, 2 |
Enable or disable the payee field from the add/edit transaction forms and the transaction list. |
Memo1, 2 |
Enable or disable the memo field from the add/edit transaction forms and the transaction list. |
Date Format2 |
Select your preferred date format. The options are mm/dd/yyyy, dd/mm/yyyy and yyyy-mm-dd. By default, this setting is pulled from your chosen format on the website. |
If you want to permanently delete all of your ClearCheckbook data, including your login, from our system, you can do this by clicking the Delete ClearCheckbook Login option.
If you're a ClearCheckbook Premium member, you will get some additional features on the app.
We offer a specific ClearCheckbook Mobile Premium upgrade for a one time $4.99 in-app purchase. This upgrade will give you access to all of the premium features whenever you're signed into your account on the ClearCheckbook app. You can find the upgrade button by clicking on More at the bottom right side of the screen. The upgrade link will be below your login information. Note: The Mobile Premium upgrade only provides premium features on the app, not on the website.
Running balances will appear below every transaction that shows how the current transaction affects your overall balance at that point in time.
Any custom transaction fields (check number, memo or payee) that you have enabled will also appear when adding, viewing and editing transactions in the app.
You can tell if your account has been upgraded to ClearCheckbook Premium if it says Premium Member under your login details in the More page.
