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ClearCheckbook
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Review

ClearCheckbook

Overview
Synopsis

ClearCheckbook started by Brandon O’Brien makes managing of finances easy by enabling the client to access data from any device with internet connectivity; it can be accessed from multiple locations with different devices.

Category

Personal Finance Software Free

Features

PREMIUM
• Running Balances
• Automatic Backups to Dropbox
• File Attachments for Transactions
• Transaction Histories
• Custom Fields: Check #, Memo and Payee
• Limit Histories
• Multiple users per account
• Estimating future balances
• Importing CSV files
• View Reports for more than 12 months

License

Proprietary

Price

• $5/month
• $15 -3 months
• $27 -6 months
• $52 12 months

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

ClearCheckbook

What is best?

• Running Balances
• Automatic Backups to Dropbox
• File Attachments for Transactions
• Transaction Histories
• Custom Fields: Check #, Memo and Payee
• Limit Histories

What are the benefits?

• Accessibility
• Track spending and saving
• Set spending limits
• Schedule transactions and reminders

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
8.0
Features & Functionality
7.6
8.9
Advanced Features
7.6
8.4
Integration
7.6
8.9
Performance
7.6
Customer Support
7.6
8.9
Implementation
8.9
Renew & Recommend
8.7
Bottom Line

An extremely easy to use tool that helps balance check books and manage money. It is an online check book register with the added bonus of viewing reports, setting budgets, creating reminders and more.

7.6
Editor Rating
8.7
Aggregated User Rating
1 rating
You have rated this

ClearCheckbook started by Brandon O’Brien makes managing of finances easy by enabling the client to access data from any device with internet connectivity; it can be accessed from multiple locations with different devices. A cloud cantered approach is used by ClearCheckbook which makes it easy for transactions to be logged; those with a joint account will particularly find it worth it as they are able to check on the partners transactions. It helps in balancing of clients check books, managing budgets; track spending among many more features, the client enters receipts into the site and assigns each transaction to an account and a particular category. A money management application has also been developed for iPhone, ipad, WebOS and android mobile devices. The site is free for use with an option of upgrading to premium features which are activated through monthly payments. The site allows for all finances to be viewed at a glance, the page can be customised by the user to see all that they want; the user can do everything from viewing reports to balancing check books. What a person spends is able to be tracked, this enables identification of areas that need cutting back on spending and in return one is able to save money. Both cleared and not cleared balances are calculated so there will never be an accidental overdraw; it also keeps the bank in check. Recurring transactions are monitored making it possible to predict future spending habits and balances, hence making financial planning and forecasting possible, this also helps in tracking bills and notification of future and pending payments. ClearCheckbook also has a tool build to help budgeting where spending limits can be set, and a client is able to see whether they stayed within their limits or passed them.

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1 Reviews
  • Micah
    January 3, 2018 at 3:26 pm

    Provides an overview of all your finances in one easy to find location.

    Company size

    Medium (50 to 1000)

    User Role

    Consultant

    User Industry

    Transportion

    Rating
    Ease of use8

    Features & Functionality8.9

    Always know what transactions have been cleared with the bank and how much money you have. ClearCheckbook can be accessed from more than one location and on multiple devices simply by logging into your account. Payoff your debts and loans faster with Debt Snowball calculator.

    Advanced Features8.4

    Integration8.9

    Customer Support8.9

    Implementation8.9

    Renew & Recommend8.7

    ADDITIONAL INFORMATION
    Create reminders and recurring transactions so you never forget to pay a bill again.
    Set up budgets and see how much you spend toward them each month.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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