ClearCheckbook Tutorials

Need help trying to figure out how to do something on ClearCheckbook.com? The tutorials might help!

Signing up with ClearCheckbook

Learn how to create a login and sign up for ClearCheckbook.com

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Managing Accounts and Categories

Learn how to manage your bank, cash and credit card accounts and your spending categories.

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Jiving / Balancing

This tutorial walks you through how to reconcile your accounts in ClearCheckbook. We call this process 'Jiving'

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Importing Transactions

Watch this video tutorial to learn how to import transactions from your financial institution into ClearCheckbook.

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Splitting Transactions

This tutorial covers how to split a transaction into multiple spending categories.

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Managing Budgets

Lean how to set up and manage your budgets in ClearCheckbook.

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Advanced Budgets

This video tutorial covers advanced budgeting features that are available to ClearCheckbook Premium members

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Reminders / Recurring Transactions

Learn how to set up and manage reminders and recurring payments in ClearCheckbook.

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Credit Card Payment Tool

Watch this tutorial to see how ClearCheckbook can help you keep track of your credit card payments.

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Password Recovery

Forgot your password? Watch this tutorial to see how you can reset your password

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Premium Group Membership

This tutorial covers our Premium Group membership, how it works and how you can take advantage of it.

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Contact ClearCheckbook

If you have a question about the site, please check the Support Forums, Tutorials and Help section to see if it's already answered there.
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