ClearCheckbook Money Management
ClearCheckbook
Money Management Made Easy
Login Sign-up
ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

Help Sections

+ Show Help Menu
General
+ Getting Started
+ User Management
Account Dashboard
+ Transactions
+ Transaction Register
- Sync with Banks
- Supported Banks
Search Institutions
Help / FAQs
+ Connect to a Bank
+ Credit Card
+ Search Tool
+ Reconciliation
+ Membership Levels
+ ClearCheckbook Premium
+ Site Navigation
Tools
+ Asset Management
+ Auto-Clear
+ Automatic Backups
+ Bill Tracker
+ Budgets
+ Crypto Portfolio
+ Debt Snowball
+ Duplicate Search
+ Email Alerts
+ Envelope Budgets
+ Estimate Future Balances
+ Export Transactions
+ Ignored Auto-complete Suggestions
+ Import Transactions
+ Investment Portfolio
+ Money Lending Tracker
+ Monthly Summary
+ Notes
+ Payee Management
+ Reminders / Recurring Transactions
+ Save-Up Tracker
+ Transaction History
Reports
+ Accounts
+ Categories
+ Beta
+ Custom
Settings
+ Manage Your...
+ Security
+ Premium Membership
+ Syncing Transactions
+ Miscellaneous
+ Permanent Actions
Apps
+ Android
+ iOS
Knowledge Base Search:
Would you like to see something added to, or do you have a contribution for, the Knowledge Base? If so, let us know!

Syncing with Financial Institutions

You can sync ClearCheckbook with your financial institutions so your transactions are automatically added to ClearCheckbook. Use this page to see if your financial institution is supported.

Table of Contents

Use the form below to see if your financial institution is supported. We recommend using a single word in the search box for the best results. For example, to search for Wells Fargo, type wells into the box.

If your institution is supported, you can enable the connection from the Account Settings page.
To get to the Account Settings page, click on the green Go To Dashboard at the top right side of this page. Next, click on the Settings link at the top right side of the page. Finally, click on the Accounts link.

Syncing Help / FAQs

For help about how syncing works or how to connect your bank to ClearCheckbook, check out our General Sync with Banks Connecting to a Bank Knowledge Base section.