ClearCheckbook Money Management
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ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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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.

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.