ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

Help Sections

General

Tools

Reports

Settings

Permanent Actions

Apps

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ClearCheckbook Money Manager iOS App

You can find the ClearCheckbook Money Manager app through the Apple App Store.

Creating a ClearCheckbook Login

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

ClearCheckbook iOS App - Signing up
Click the + Sign Up button

You 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.

ClearCheckbook iOS App - Signing up
Create your login

Note: You can also create your ClearCheckbook login through the website here: Sign up for ClearCheckbook

Logging into the ClearCheckbook app

To log in, enter your username (or email address) and your password into their respective fields and then click the Log In button.

ClearCheckbook iOS App - Logging in
Enter your login credentials and then click the Log In button

Once you sign in you will be taken to your accounts list that shows all of your account balances.

Account Overviews

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.

ClearCheckbook iOS App - Account Overviews
Sample Account Overviews list

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.

ClearCheckbook iOS App - Account Overviews with credit limit
Sample Account Overviews list with credit limit

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.

ClearCheckbook iOS App - Account Overviews with credit limit expanded
Sample Account Overviews list with credit limit expanded

You can choose to hide the credit card balances from the Account Overviews by clicking the appropriate toggle.

ClearCheckbook iOS App - Account Overviews - balances excluding credit cards
Sample Account Overviews list - balances excluding credit cards

If you have accounts with multiple currencies, the total of each currency will be listed separately at the top of the Accounts list.

ClearCheckbook iOS App - Account Overviews - Multiple Currencies
Sample Account Overviews list - Multiple Currencies

Adding a Transaction

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.

ClearCheckbook iOS App - Add Transaction Button
Add Transaction button on Accounts list
ClearCheckbook iOS App - Add Transaction Button
Add Transaction button on Transactions list

Once you click the Add Transaction button, the Add Transaction form will appear and you can enter the details of your transaction.

ClearCheckbook iOS App - Add Transaction form
Add Transaction form

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.

ClearCheckbook iOS App - Add Transaction - Autocomplete Suggestions
Add Transaction - Autocomplete Suggestions

The Add Transaction form has the same required fields as the website. If you want to split a transaction, swipe over to the Splits pane and add your splits as needed.

To add a new split, click on the + button at the top of the screen. You can add as many splits as you need for the transactions. Once done, swipe back to the Transaction form and finish adding any other transaction details.

ClearCheckbook iOS App - Adding Splits
Add Transaction - Adding splits form

Transaction List

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.

ClearCheckbook iOS App - Transactions List
Sample Transactions list

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.

ClearCheckbook iOS App - Transaction Search
Transaction Search form

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.

Bills / Reminders

You can click on the Bills 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 + button at the top right side of the screen. Clicking on any existing reminder will let you edit the details for it.

ClearCheckbook iOS App - Reminders and Recurring Transactions List
Sample Reminders and Recurring Transactions list

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. 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. To edit a bill, click on the bill you wish to edit and the edit form will appear.

ClearCheckbook iOS App - Bill Tracker list
Sample Bill Tracker list

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.

Budgets

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.

ClearCheckbook iOS App - Budgets List
Sample Budgets list

Managing Accounts

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.

ClearCheckbook iOS App - Managing Accounts
Click to Manage Accounts

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.

ClearCheckbook iOS App - Managing Accounts
Accounts list

Managing Categories

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.

ClearCheckbook iOS App - Managing Categories
Click to Manage Categories

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.

ClearCheckbook iOS App - Managing Categories
Categories list

Security Measures / Locking the App

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.

ClearCheckbook iOS App - Securing your app
Click to enable security

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.

Syncing Your Data

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.

ClearCheckbook iOS App - Syncing your data
Click to force a re-sync of your 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.

Settings Menu

You can access and control the behavior of the app by clicking on the Settings link.

ClearCheckbook iOS App - Access the Settings Menu
Click to access the Settings menu

The settings are broken up into different sections and will change based on your ClearCheckbook Premium status.

ClearCheckbook iOS App - Settings Menu
App Settings menu

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.
1 = Setting available to ClearCheckbook Premium members
2 = Changing this option will also update this setting the website.

ClearCheckbook Premium Features on the App

If you're a ClearCheckbook Premium member, you will get some additional features on the app.

Running balances will appear below every transaction that shows how the current transaction affects your overall balance at that point in time.

ClearCheckbook iOS App - Premium Features - Running Balances
Example of Running Balances

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.

ClearCheckbook iOS App - Premium Features - Custom Transaction Fields
Example of Custom Transaction Fields

You also get access to Grouped, Combo and Income Percent advanced budgets. You can learn more about these budgets here: ClearCheckbook Budgets

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.

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