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ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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Line / Bar Account Reports

This is the default report when you click on the Reports link at the top of the page. It shows your overall and per-account spending vs saving for the last 12 months.

Where to find this report

With the Accounts tab selected, click on either the Line or Bar links.

Account Line / Bar Report - Location
Location of Line and Bar Account reports

What does this report tell me?

This report has your overall spending vs saving and then breaks down your spending vs saving for each account.

Account Line / Bar Report - Overall Spending vs Saving
Overall Spending vs Saving
Below each report is a table that shows the deposits, withdrawals and total gain/loss for each of the past 12 months.

Report Options

By default the reports will show data for the last 12 months. If you are a ClearCheckbook Premium member who has more than 12 months of data you will see two options appear at the top of the page.

Account Line / Bar Report - Report Options
Report Options
Option Description
Start Date You can select the month and year you would like to have the reports start at.
Group by You can group the data by Month (default) or you can group it by Year
Include Transfers Whether you want transfers to be included in your account reports. Not showing transfers is the default.

In the example below, the Start Date was changed to January 2014.

Account Line / Bar Report - Start Date changed
Report Options - Start Date changed

In this example, the Start Date was set to January 2014 and the Group by option was changed to Year

Account Line / Bar Report - Group by changed
Report Options - Group by changed