Have you ever thought your bank might have double charged you or a fraudulent transaction showed up in your account but you had no way to prove it? By having a list of all your purchases in one easy place, that will be a thing of the past.
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.
List of Transactions
Some of our features:
Track your monthly bills. Find out when you last paid your bill and for how much.
Payoff your debts and loans faster with our Debt Snowball tool.
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.
Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker.
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Watch the ClearCheckbook Tour: