ClearCheckbook Knowledge Base

This setting adjusts whether or not the help/description boxes appear at the top of the various sections throughout the site.

You can set whether you want the site to be displayed in Light or Dark mode. Dark mode is easier on the eyes in low light situations.

The options are Light (default) or Dark

Sample showing Light mode selected

Sample showing Dark mode selected

When this option is set to Yes, ClearCheckbook will attempt to read the current Light / Dark mode from your current device (computer, phone, tablet, etc) and adjust the ClearCheckbook CSS theme to match it.

You can change this option to set which budget tool is your default. This budget option changes which budget tool is loaded by clicking on the Budgets link in the main navigation.

When you sign into ClearCheckbook, this is the page that will load upon logging in.

If you have transactions post-dated in the future, you can have your balances separate into the balance as it is today and a balance that includes all post-dated transactions. If separated, the balance as of today will appear as Today's balance under the overall balance.

The options are Yes (default) and No

Sample showing Today's balance

Sample showing Today's balance

This option changes how transactions are ordered within a date

The options are Deposits First (default) or Order Entered.

Sample showing Deposits First selected

Sample showing Order Entered selected

This option, when set to Hide Cleared will hide everything related to Clearing / Reconciling. This includes the Cleared balances (in the overviews and running balances), reconcile tool, Cleared column, ability to Clear a transaction on add/edit, etc. This should only be used if you never plan on clearing or reconciling your transactions.

You can choose whether or not to show the running balance in your transaction register.

The options are Enabled (default) or Disabled

Sample showing Enabled selected

Sample showing Disabled selected

Cleared Lock lets you lock any cleared transactions after a set time period. This will prevent you from accidentally editing or deleting transactions that have been cleared. Preventing modifications to cleared transactions will help you keep your cleared balances from changing if you accidentally edit or delete a cleared transaction.

When enabled, you can choose the number of days after a transaction has been cleared to lock it. The options are 1, 2, 5, 10, 30, 60, 90 days.

Once a cleared transaction passes the days value from above, the cleared checkmark will be replaced with a icon and you will not be able to make any changes to the transaction.

Sample showing Enabled selected

If you'd like to hide transactions prior to a certain date on the transaction register, you can enable the Archive Transactions option and choose how you would like the transactions archived. There are two ways to choose. First is by selecting the number of days in the past which transactions should be archived and the second way is to select a specific date.

Any transactions dated prior to the Archive Date will not be shown on the transaction register. You can still find them through the Search tool and the transactions will still affect your budgets, balances, reports, etc.

When enabled, you will see a note on the Transaction Register in the Register Options box reminding you that you have an archive date set up. You can learn more about this on the General Transaction Register knowledge base article.

Notification in Register Options box.

This setting shows or hides an Upcoming Transactions block above your transactions on the Transaction Register.

When enabled, any upcoming / future transactions from the Bill Tracker and Reminders / Recurring transactions tool will appear above your transaction list. The list shows the date, description, account, category and how the transaction will affect your overall balance. The list shows the next year's worth of transactions. If more than eight transactions are displayed, the Upcoming Transactions block will be scrollable so it doesn't take up as much room on your register.

Sample showing the Upcoming Transactions block

You can choose whether or not to enable Auto-complete when adding transactions. This is the suggetion list that appears when entering a description, memo or payee.

Auto-complete suggestion when enabled

When disabled, no suggestions will appear when entering a description, memo or payee.

If you have auto-complete enabled but don't want it to fill in the last used account, category or transaction type, you can change that here so it only enters the auto-complete text.

This setting determines how far into the past the auto-complete suggestions will look for matching keywords. You can limit the search functionality so it only looks for more recent transaction matches.

This option determines whether a checkbox appears at the bottom of the Add Transaction form. When enabled and the option appears, the option, when checked, will keep all form data after adding a transaction. This is useful if you're adding multiple transactions with the same data.

Add Transaction form when this option is enabled

When disabled, the checkbox does not appear at the bottom of the Add Transaction form.

This option determines whether the Set as Cleared checkbox on the Add Transaction form is selected by default when adding new transactions. If you set this option to Enabled, the Set as Cleared option will be selected by default. This setting is useful if you're adding a lot of transactions that have already cleared with your bank.

This option determines whether the Add Transaction form will perform a validation on the check number field to make sure the check number isn't already being used. When enabled and a duplicate check number is found, the check number field will turn red and a small message will appear under the check number field. The check number validation takes place after you move to another field in the Add Transaction form (when the field loses focus).

Example of an error when check number has already been used

Note: A duplicate check number will not prevent you from adding the transaction. The warning is simply to alert you that the check number has already been used.

This option is in reference to being able to categorize transfer transactions. By default, the To/From category options are hidden and you need to click Show / Hide Transfer Categories before seeing them. If you change this setting to Visible, the category options will always appear when you create a new transfer.

The options are Hidden (default) or Visible

Sample showing Visible option selected

When this setting has the Enabled option selected, the site will automatically place the decimal point when you're entering amounts into any amount field. See the screenshot below for a better idea of how amount entry behaves when the option is enabled.

The options are Disabled (default) or Enabled

Sample showing Enabled option selected