When you add transactions or import them into ClearCheckbook, they show up in the transaction register with the date, amount, account, category and description. You can also enable some custom fields like a payee, memo and check number field. By default, all transactions are sorted in a descending date order (most recent transactions first). You can sort by the other columns if you wish.
Editing and deleting transactions is a breeze from the transaction register. Simply click on the transaction you want to edit and a form appears below it where you can manage the transaction. Deleting a transaction is as simple as clicking a checkbox next to the transactions you want to delete and then clicking a Delete button.
We know you need a way to clear transactions with your bank account, so we have a method we call "Jiving" that allows you to identify what transactions have been cleared on your bank account. This way, you can look at your jived balance and if it matches your bank statement, then you know your register is up to date and all transactions are accounted for.
From the transaction register you can also easily view your balances and account overviews. Viewing transactions for a single account is as easy as selecting the account from a drop down list.
Set up budgets and see how much you spend toward them each month.
Track your monthly bills. Find out when you last paid your bill and for how much.
|Connect Your Bank to ClearCheckbook
Connect your bank and have your transactions downloaded automatically.
|Reminders / Recurring Transactions
Create reminders and recurring transactions so you never forget to pay a bill again.
Payoff your debts and loans faster with our Debt Snowball calculator.
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Project your balances to a future date to see how much money you might have in your accounts.
Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker.
Manage assets, such as your home, and their values to see how your net worth changes over time.
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
Do you have something you want to save up for? Use our Save-Up Tracker to enter your goals and we'll help keep track of your progress.
Use the Envelope system for setting and tracking your budgets.
See how the value of your crypto coins has changed over time.
Easily view all your transactions in our register.
All of your financial data at a quick glance on our Dashboard.