ClearCheckbook Money Management
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ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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Balances Timeline

This report shows your end of month balances as a timeline.
This report is only available for ClearCheckbook Premium members.

Where to find this report

With the Accounts tab selected, click on the Balances Timeline link.

Balances Timeline Reports - Location
Location of Balances Timeline reports

What does this report tell me?

This report shows your end of month balances over time so you can look for a trend of, hopefully, increasing your balances as time goes on. Below the report is a table that also shows the same data as the graphical report.

Balances Timeline Reports - Report
Sample Balances Timeline

Report Options

You can use the Report Options form above the reports to change how the report is calculated. The various report options are shown and explained below

Balances Timeline Reports - Report Options
Balances Timeline Report Options
Option Description
Account Choose whether you want to view the balances for all of your accounts combined or for a specific account.
Transactions Select between All Transactions or Jived Transactions