ClearCheckbook Knowledge Base

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

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.

Create your login

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.

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.

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.

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.

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.

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.

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.

Sample Account Overviews list - Multiple Currencies

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.

Add Transaction button on Accounts list

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.

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.

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.

Add Transaction - Adding splits form

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.

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.

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.

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.

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.

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.

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.

Sample Budgets list

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.

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.

Accounts list

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.

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.

Categories list

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.

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.

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.

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.

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

Click to access the Settings menu

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

App Settings menu

Explanation of the settings:

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.

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.

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