Transaction Register on ClearCheckbook

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.

List of Transactions

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.

Overall Balances

We know you need a way to clear transactions with your bank account, so we have a method we call "Clearing" that allows you to identify what transactions have been cleared on your bank account. This way, you can look at your cleared balance and if it matches your bank statement, then you know your register is up to date and all transactions are accounted for.

Account Overviews

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.

Transaction Register Video Walkthrough

The Transaction Register is your central hub for managing finances in ClearCheckbook. View all your transactions, account balances, and upcoming transactions in one place. With powerful filters, custom layouts, and multi-account views, you’ll always know where your money is going. Track your past, plan your future, right from your register.