You can auto-jive your transactions by uploading a CSV, QIF, OFX or QFX file that contains cleared transactions from your bank. We'll then search the transactions you've entered and jive any that have cleared. After uploading a valid file, you will be prompted with some more options to make transaction matching easier.
You can find the Auto-Jive tool by clicking on Tools at the top of the page, then click on the Auto-Jive link.
Auto-Jive Process Flow
The Auto-Jive process follows a very similar flow to the Import Transactions tool.
1. Selecting your file
The first thing you need to do is select the file QIF, OFX, QFX or CSV file from your computer. If you're importing a CSV file, make sure the file adheres to our recommended file structure.
2. Setting import options and field matching
Assuming transactions were found in the file you selected, you will be redirected to a page where you can match the fields in the file to those in ClearCheckbook. There are also other options you can change on this page that will affect how the transactions are imported. You can learn more about these options in the Import Options section.
After setting the import options the actual transactions will be processed from the file. Depending on the size of this file this might take a minute or two. You'll be redirected to the Import Verification page once the transactions have been loaded.
3. Auto-Jive Transaction Matching
This page allows you to modify some filter criteria to match transactions from the file you just loaded to those in your transaction register. Once you find all matching transactions you can select to jive those in your transaction register. You also have the option of importing any unmatched transactions.
Loading File and Import Options
As mentioned above, this process starts off exactly the same as the Import Transactions tool. For more information about selecting a file and the various import options, please refer to the Import Transactions
Knowledge Base article.
Auto-Jive Filter Criteria
The form at the top of the page lets you set some variables that determine whether or not transactions are a match. You can change the allowed difference in amount and difference in days. By default, the form will look for exact amount matches with a maximum difference of 3 days allowed.
Example of filter criteria form
There are two other options you can use to help narrow down which transactions are searched. These options are explained below.
Match account from imported transaction
|When checked, this will only check for transactions in the account that is associated with the imported transaction. This only works if the imported file contains account data.
Limit transaction date range
|When checked, a new form will appear that lets you select a start date for the transaction searching. This limits the transaction date based on the Date column in the imported file, not the transactions in the register.
Jiving Matching Transactions
When you submit the Auto-Jive Filter Criteria form and results are found, you'll see a list of the matching transactions and you'll be able to perform a few different actions. The results list looks like the screenshot below:
Example of found matching transactions
The transactions that are currently in your register appear on the line above the transactions from the file you loaded. The transactions from the loaded file also have a blue background.
If the transaction from your transaction register has already been jived it will show up with a green background and the checkbox on the left side of the transaction will be replaced by a check mark.
We also show you what date the transaction was originally added to your transaction register to help you determine if the two transactions really are a match.
To jive the matching transactions you can either select some of the transactions and click the
Jive Selected Matches button or jive all matches by clicking the
Jive All Matches button. Clicking
Cancel will delete all transactions that were loaded from the imported file without jiving any of your existing transactions.
Un-Matched Transactions Alert
If the file you loaded contains transactions that don't seem to match any in your transaction register, an alert will appear letting you know. You can view those transaction(s) and decide if you want them to be imported into your transaction register.
Example of un-matched transaction alert
Clicking on the
View All Uploaded Transactions
link will take you to the Import Transactions - Verify Imported Transactions page where you can view the transactions and decide if you want to import them into your register.