ClearCheckbook Premium Service

ClearCheckbook's Premium features include real-time bank syncing, detailed financial reports, custom transaction fields, and advanced budgeting tools. Premium members can automate backups to cloud storage, track investments, customize reports, and use forecasting tools to project balances. Additional features include running balances, automatic transaction categorization, and dark mode for visual comfort. These tools help streamline finance management and provide deeper insights into spending and saving trends.

To upgrade to a Premium membership, create a FREE ClearCheckbook account and then click on the Premium link at the top of the page. Here you will find instructions and a form to upgrade.

Pricing

1 month

$5.00

3 months

$15.00

6 months

$27.00

(11% savings)

12 months

$52.00

(15% savings)

Notes: all prices in US dollars (USD). Memberships auto-renew by default but can be disabled at any time.

View ClearCheckbook's Premium Features!

Premium Features

In addition to all the great features and tools that come along with the free membership, here is a list of some of the key features you'll gain access to when you upgrade to a Premium membership. Click on the thumbnail on the right to view a larger image.

Connect with Banks

Connect up to 5 financial institutions to ClearCheckbook so your transactions are automatically downloaded each day. Learn more in our connect to banks knowledge base article.

Running Balances

Running balance are just like you see on your bank website. After each transaction, you will see the new balance, plus the cleared balance (our term for your cleared balance). This is a great way to see how each transaction affects your overall balance.

Auto-Clear Your Transactions

Upload a QIF, OFX, QFX or CSV file and we'll find matching transactions so you can easily reconcile and balance your accounts. Any transactions that don't match can be viewed and added to your register if necessary.

Yearly Pie Charts

The Yearly Pie Charts show you all of your spending broken down by category and sub category for a given year. This is a great report for finding areas that you can start cutting back on.

Dark CSS Theme

Switch to our Dark Mode, making ClearCheckbook easier on the eyes.

Automatically backup to 3rd party services

Automatic Transaction Backups

Have your transactions automatically backed-up to your Dropbox, Google Drive or Microsoft OneDrive account each night. Have all of your ClearCheckbook data in an easily accessible location whenever you need it.

File Attachments

ClearCheckbook Premium allows you to attach files to your transactions. This is a great way to associate a transaction with a receipt, statement of work or a file that helps you remember what the purchase was for. File size and format restrictions apply.

Custom Transaction Fields

Want to add additional fields to your transactions? With a Premium Membership comes the ability to add check numbers, payees and additional memo/note field to each transaction. You can select which additional fields you would like to use and easily turn them on. You can sort and search by these additional fields to make it even easier to find transactions.

Custom Reports

Create reports that are entirely customized by you. You can use the search box to create your own custom criteria for the reports and then view it exactly how you want. There is no limit to the reports you can create here!

Investment Portfolio

Track your investments with the Investment Portfolio. You can add your stocks and mutual funds and track your gains over time.

Balances Timeline

View a report of your end of month balances for the entire timeline of your transaction register. We show you both a graphical view of your balances as well as a textual breakdown for each year and month. This is a great way to see how your spending and saving has affected your overall balance.

Automatically Categorize Transactions on Import

You can set up automatic categorization for your imported transactions by creating your own associations or using your existing transactions as a foundation. This makes it extremely easy to import your transactions without having to go back and re-categorize all of them.

Custom Arrangement of Transaction Columns

Arrange the columns on the Transaction Register and Search results pages exactly how you want. Simply select where you want the transaction fields displayed and that's how they will show up!

Advanced Reports

Take true control of your spending and view your spending/saving per day for a given month. You can view individual accounts or categories and compare one month against another. In addition to showing your spending/saving per day, we also have daily averages per week. This will let you see what days you spend more on.

Transaction History

The Transaction History allows you to undo or restore any edited or deleted transactions you've made. This is a great tool to have in case you accidentally delete a bunch of transactions when you meant to edit them, or edited the wrong transactions and want a simple way to restore them. You can scroll back through time and select what kinds of transactions you want to restore. View the Tour page to see a video of the Transaction History in action.

Saved Searches / Reports

You can save any searches and custom reports you make with our Save Search / Report feature. If you search for the same information frequently, you can now save that criteria and easily pull it up every time you need to search or run a report. If you want to save a search or report, it's as easy as conducting a search and then giving it a name!

View Budget Histories

You can view your previous spending limits compared with what your limit was for a given month in the past. This lets you see how you've improved your spending habits over time or lets you know that you need to work on them a bit to get them under control.

Multiple Users per Account

Want to share your account with a spouse, family member or someone else and keep track of who entered what? By becoming a premium member you can create multiple logins to access your account. All logins will access the same data but now you can track who entered a transaction.

Edit Multiple Transactions

Ever need to edit a bunch of transactions at once? Now you can! You simply select the transactions you wish to edit and then click the Edit button. You determine what fields are edited and what stay the same.

Estimate future balances

Need to know how much money you'll have in 4 months? Use the Future Balances tool to project your future balances. We calculate the balances based on any recurring transactions you have stored with us, plus we give you the option to add additional withdrawal and deposit amounts that will get calculated into the balance for each month.

Import CSV Files

With our new importing system, you can now load CSV files into the site. After selecting the CSV file and uploading it, you determine which fields correspond to the date, amount, description, etc. Importing transactions couldn't be easier!

Check for Duplicate Transactions

Want to make sure you're not importing any transactions that you've already added to your transaction register? Simply click the 'Check for Duplicates' button before verifying all your imported transactions and we'll show you a list of any possible duplicates. You can choose to remove them if they are in fact duplicates.

View reports for more than 12 months

Wish you could see more than the last 12 months worth of report data? With a premium membership you can view reports for as far back as you have transactions. This is a great way to compare your spending and saving over time.

Ignore Autocomplete suggestions

Do you have a pesky transaction suggestion that seems to pop up all the time when you're trying to add a transaction? Now you can click the little 'X' icon next to each suggestion to let us know you no longer want that suggestion to appear in your auto-complete list. Accidentally ignore the wrong Settings? You can go to your Settings page and undo it.

All Premium Features

Here's a list of all the features and upgrades you'll have access to with the Premium Membership.

Connect with banks to sync transactions	Running Balances	Transaction Register Customization	Check Number, Memo, Payee fields	Auto-Clear tool	Mass-Edit/Delete transactions
Automatic Backups to Dropbox, Google Drive and OneDrive	Create custom reports from Search Results	Advanced reporting tools	View reports for more than the last 12 months of data	Investment Portfolio	Balances Timeline (view your overall balance over time)
Automatic categorization of imported transactions	Import CSV files	Transaction History (undo deleted or edited transactions)	Save search criteria and easily recall them later	View budget history	Ability to add additional users to your account with custom permissions
Estimate Future Balances tool	Check for duplicate transactions when importing	Ignore description, memo and payee suggestions	Viewing options for category Text reports	Export category Text reports to CSV file	Pie report viewing options (view by parent, select specific account)
Net Worth gadget	Additional Note gadget viewing options	Edit transactions from the Latest Transactions gadget	Merging multiple categories into one	Easily convert existing transactions into a transfer	View multiple accounts on the transaction register
Export budgets and budget history to CSV file	Search date ranges for This Quarter, Last Quarter and Last 90 Days	Include unpaid bills and unposted reminders in Budgets	Advanced budget options - Income %, Grouped and Combo Budgets	Ability to track income with Budgets	Add up to 8 columns on Dashboard
Attach files to your transactions	Search for duplicate transactions in your register	Save import configurations for commonly used files	Organize your accounts into groups that will be separated in your overviews	View pie reports for calendar years	Monthly summaries comparing your cashflow and budgets between months
Lock cleared transactions from being edited or deleted	Custom payoff sorting in Debt Snowball tool	Re-arrange the elements in the Add / Edit Transction forms	Search your Reminders and Recurring Transactions	Make a copy of existing Reminders and Recurring Transactions	View more than 30 transactions per page on the Transaction Register
Create duplicates of transactions from the Transaction Register	Ability to view payment history in Debt Snowball tool	Quickly edit the date and amount for bills and reminders	See total amounts for upcoming recurring transactions	Access to Custom Text, Payee, Profit/Loss and Reconciliation Reports	Zero-out reconciliation tool
Dark CSS Theme	Payee by Month Reports	Account by Month Reports	Asset Management tool	Turn existing transactions into recurring transactions	Search transactions by `Add Source` and `Created` date
Export Balances to CSV file from Beta Reports	Ability to custom sort Tools page	Filter Recurring Transactions by Account	Option to include transfers in account reports	Sort Account Overviews by name or balance amounts	Change auto-complete timeframe duration
Filter criteria for budgets tool	Create groups for envelope budgets	Show upcoming transactions on Transaction Register	Assign categories to transfers	Archive older transactions on the Transaction Register	Unique check number validation
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Refund Policy

If you are not satisfied with your premium membership please let us know and we will refund your purchase. In order to receive a refund, you must have purchased 3, 6, or 12 month membership and you must still have at least one full month left in your membership. When a refund is given, we will pro-rate the refund for the remaining amount minus the time left for the current month of the membership.

To request a refund, please use the Contact Us form at the bottom of the page and let us know your first and last name as well as your address and current username and we will begin the process.