Need help trying to figure out how to do something on ClearCheckbook.com? The tutorials might help!
Learn how to create a login and sign up for ClearCheckbook.com
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Learn how to manage your bank, cash and credit card accounts plus your spending and income categories.
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This video tutorial walks you through the basics of the Account Dashboard. It covers how gadgets interact with each other, modifying gadgets, adding new ones and customizing the number of dashboard columns shown.
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This tutorial walks you through how to reconcile your accounts in ClearCheckbook using the Clearing method. This process is as simple as checking off which transactions appear on your bank statement.
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This reconciliation method has you enter the statement starting and ending balance and then select the transactions that appear on the statement. This video walks you through reconciling a statement using this method.
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Learn how to connect your bank to ClearCheckbook and automatically sync transactions using Plaid. This video covers setting up connections, managing sync settings, categorization tools, and handling duplicates between manual and synced entries. Perfect for anyone looking to streamline their transaction management.
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This tutorial covers how to split a transaction into multiple spending or income categories.
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This video walks you through many of the various tools, features and settings that become available when you upgrade to the ClearCheckbook Premium membership.
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Discover how Premium Groups let caregivers, families, and organizations manage multiple ClearCheckbook accounts from a single login. Learn how to add users, customize their setup, and seamlessly switch between member accounts.
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Forgot your password? Watch this tutorial to see how you can reset your password
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Watch this video tutorial to learn how to import transactions from your financial institution or other money management application into ClearCheckbook.
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Learn how to export your ClearCheckbook transactions to a CSV, QIF, OFX, or QFX file for taxes, analysis, or backup. This video shows multiple ways to export and how to filter transactions by date or type for more control.
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Learn how to set up and manage your budgets in ClearCheckbook.
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This video tutorial covers advanced budgeting features that are available to ClearCheckbook Premium members
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Set up one-time or repeating reminders and recurring transactions to stay on top of bills and future balances. This tutorial shows how to create, manage, and automate financial tasks using ClearCheckbook's scheduling tool.
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Watch this tutorial to see how ClearCheckbook can help you keep track of your credit card payments.
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This video shows you how to manage and track your bills using ClearCheckbook's Bill Tracker tool. Learn how to set up recurring payments, view upcoming bills, and avoid late fees with smart reminders and flexible payment options. Stay organized and in control of your finances with ease.
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Accidentally edit or delete a transaction? ClearCheckbook's Transaction History tool lets you view and restore past changes from the last four months. Filter by type, view original details, and easily undo mistakes with just a click.
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Our Debt Snowball tool helps you visualize and accelerate your debt payoff using the proven snowball method. Add your debts, track progress, adjust payment strategies, and see how much time and interest you can save. Stay motivated with clear insights and a personalized plan to become debt-free faster.
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Take control of your finances with our Envelope Budgets tool—an intuitive way to track spending using digital cash envelopes. Set up category-based budgets, fund them through income splits, and monitor your progress to avoid overspending. Perfect if want visibility, structure, and smarter budgeting all in one place.
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Take the guesswork out of your financial planning with our Estimate Future Balances tool. Project your account balances for any date by factoring in unpaid bills, scheduled transactions, and estimated expenses. With visual reports and monthly breakdowns, you’ll gain clarity and confidence in managing your cash flow.
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Stay motivated and on track with our Save-up Tracker. Define your savings goals, assign them to accounts, and watch your progress grow automatically based on your balance or manual adjustments. It’s the smart way to prepare for big purchases and financial milestones—right from your dashboard.
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Track your total financial health with our Net Worth tool. Combine account balances, investments, debts, and assets to see how your wealth evolves over time. With detailed reports and a real-time dashboard gadget, you’ll always know where you stand financially—and how to grow from there.
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