ClearCheckbook Money Management
ClearCheckbook
Money Management Made Easy
You're viewing posts for ClearCheckbook Updates
« Return to Blog

Viewing Multiple Accounts on Transaction Register

1/22/2014 in ClearCheckbook Updates
We just released a new feature, some updates and a few bug fixes. The main new feature is the ability for Premium members to select multiple accounts to view on the Transaction Register. If you're a premium member the Accounts drop down list is now a multi-select form where you can select among any of your active accounts. By selecting multiple accounts your balances will update accordingly and the register will show transactions for each of those accounts combined.

The Search tool was also updated with some new options. When you're searching or exporting transactions you can now select to exclude transfers and paid credit card transactions. This will make it easier to see the correct balances for accounts since you can eliminate duplicates (eg: you paid your credit card with a transfer so now you can hide all the paid transactions since they're covered by that transfer).

In addition to those updates we also knocked out a few small bug fixes related to exporting transactions and the reminders/recurring transactions gadget.

If you're a premium member trying to select multiple accounts and it doesn't seem to be working correctly, please refresh the page about 5-10x in a row really quick to clear your browsers cache.

ClearCheckbook Android App Update

1/3/2014 in ClearCheckbook Updates
We've updated the Android app to version 1.5.0. This update addresses some major freezing/stalling issues when trying to use the application. If you were experiencing any of these issues, please download the update and let us know if you continue to have any problems.

In addition to fixing the stalling issues, we also added the ability to add splits to your transactions from the Add Transactions screen.

The update was submitted to the Play store a little while ago and should be available for download within a couple hours.

Automatic backups of your ClearCheckbook data to Dropbox

11/27/2013 in ClearCheckbook Updates
We're happy to announce the launch of a new ClearCheckbook feature that lets you enable automatic backups of your ClearCheckbook data to your Dropbox account.

If you're a premium member and you have a Dropbox account, you can now enable automatic backups by clicking on Tools at the top of the page, then click on Automatic Backups. Once enabled, your data will be backed up to a CSV file on your Dropbox account each night as long as you've added new transactions since the last backup, have an active premium membership and have the feature enabled.

Our Latest New Tool: Save-Up Tracker

3/10/2013 in ClearCheckbook Updates
We've added a new feature to our ever growing list of money management tools. This new tool is called the Save-Up Tracker and it helps you keep track of various goals you're saving up for.

To help understand how the Save-Up Tracker works, let us give you an example. Lets say you have a Savings account that you put money in every month as a way to save up for something. For this example, we'll say you're saving up for a new laptop computer that costs around $1,000 and you want to have it by June.

You can use the Save-Up Tracker to enter this goal, the amount you're trying to save ($1,000), which account the money will come from (Savings) and the deadline (June 2013). Once you add the goal we will keep track of your progress by comparing the balance in your Savings account to the amount of the new laptop. The more money you get in your Savings account, the closer you'll get to your goal. Once you reach your goal we'll turn it green so you know you can now buy your laptop.

The deadline is optional and doesn't have to be set for a goal. Also, another option is to set a percentage for each account. In the example above, if you were also saving up for a $500 new digital camera you could also apply it to the Savings account but set the digital camera as 25% of the Savings account balance and the laptop as 75%. This way you can track multiple goals with the same account and weigh them differently according to how important each goal is to you.

The Save-Up Tracker can be found by clicking on the Tools navigation icon and then Save-Up Tracker. We've also provided a gadget for the ClearCheckbook Dashboard so you can quickly see how you're doing from the Dashboard page.

You can see some screenshots and read some more information about the Save-Up Tracker here: https://www.clearcheckbook.com/save-up-tracker

ClearCheckbook Money Management for Android Update

1/11/2013 in ClearCheckbook Updates
Hot on the heels of yesterday's update of the Android app, we're happy to announce that we've just published 1.4.0 to the Play store. This update has some timeout fixes as well as an entire new tool... the Reminders / Recurring Transactions!

You can access the Reminders / Recurring Transactions tool from the Account Overviews by clicking on the "More" icon at the top right side of the app screen and then select Reminders. You have full capability of viewing, adding, editing and deleting reminders from within the app.

The update should become available soon on your Android devices.

Archives

Categories

For minor updates and bug fixes, check out our Site Updates in the Support Forums.