Would you like to see something added to, or do you have a contribution for, the Knowledge Base? If so, let us know!
Manage Your Sync Membership
The Sync Membership is a membership that lets you connect up to 5 bank accounts to ClearCheckbook. This page covers all of the actions you can perform on the Manage Your Sync Membership settings page. If you want to learn more about connecting to your bank, check out the Connect to a Bank Knowledge Base section.
You can find the Manage Your Sync Membership settings by clicking on Settings at the top right side of the page, then click on Manage Your Sync Membership under the Syncing Transactions header.
The Sync Membership is a special upgrade that gives you the ability to connect your bank to ClearCheckbook. The ability to connect your bank to ClearCheckbook is available to anyone with this Sync Membership or an active ClearCheckbook Premium upgrade.
When you have a Sync Membership, you can connect up to 5 different financial institutions to ClearCheckbook. If you have both a ClearCheckbook Premium and a Sync Membership, the maximum connections is raised to 10.
The Sync Membership costs $2.49 per month and is set up to auto-renew each month. You can disable auto-renew at any time.
Signing up for ClearCheckbook Premium
When you load the Manage Your Sync Membership page, you will see a big green button at the top of the page. This button will take you to the upgrade form where you will enter your billing information and purchase the sync membership.
Click the green button to upgrade
Below the membership price is your basic Billing Information where you enter your name, billing address and contact information. The billing information must match what your credit card has on file.
After your billing information, enter your card information in the Credit Card Information section.
When you submit your order, your billing and credit card information will be sent securely to our PCI compliant credit card processor which will process and store your billing information.
ClearCheckbook does not store your full card number or billing information on our servers. The only information we keep is the expiration date and last four digits of your card so we can alert you if your card is set to expire before your next renewal.
By default, all ClearCheckbook Sync Memberships are set to automatically renew at the end of their time period.
You can disable auto-renew at any time by clicking on Settings at the top right side of the page and then click on Manage Your Sync Membership. There will be a link in the green box at the top of the page to disable auto-renew.
Settings -> Manage Your Sync Membership -> Turn off auto-renew
Updating Billing Information
All of your billing information is stored on our 3rd party, PCI compliant, credit card processor. They handle the processing of the renewals and, if any billing information has changed, will need to get that updated information in order to ensure a smooth renewal.
In the case you get a new credit card or change billing addresses prior to your next renewal, you can easily update your billing information by clicking on Settings at the top right side of the page, then click on Manage Your Sync Membership. There will be a link in the green box at the top of the page to udpate your billing information.
Settings -> Manage Your Sync Membership -> Update Credit Card Information