You can view reports on your saving vs. spending, where we show you how much you've saved and how much you've spent each month. You can also break down your reports by category and see how much you're spending each month in your various spending categories. Viewing pie graphs is also extremely helpful to find out where the majority of your money is being spent.
In addition to graphical reports, you can also pull up some text reports that break down your spending in each of your spending categories by month for the calendar year. This is great for when tax time comes around and you need to have a printout of your spending for certain categories.
Want the flexibility to create your own reports? We have the option to create reports based on custom criteria so you can get the report that exactly fits your needs. Simply enter a few search criteria and some reports are generated based on the results.
There are several advanced reports available with our ClearCheckbook Premium membership upgrade including the ability to track your net worth over time.
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Budget Calculator Set up budgets and see how much you spend toward them each month. |
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Bill Tracker Track your monthly bills. Find out when you last paid your bill and for how much. |
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Connect Your Bank to ClearCheckbook Connect your bank and have your transactions downloaded automatically. |
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Reminders / Recurring Transactions Create reminders and recurring transactions so you never forget to pay a bill again. |
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Debt Snowball Payoff your debts and loans faster with our Debt Snowball calculator. |
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Import Transactions Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions. |
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Future Balances Project your balances to a future date to see how much money you might have in your accounts. |
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Investment Portfolio Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker. |
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Asset Manager Manage assets, such as your home, and their values to see how your net worth changes over time. |
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Spending Reports View all of your spending and saving data in several report formats including line, bar, pie and text reports. |
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Save-Up Tracker 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. |
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Envelope Budgets Use the Envelope system for setting and tracking your budgets. |
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Crypto Portfolio See how the value of your crypto coins has changed over time. |
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Transaction Register Easily view all your transactions in our register. |
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Financial Dashboard All of your financial data at a quick glance on our Dashboard. |
