ClearCheckbook Help

| Signing In |

#### Existing Users

If you are an existing user at ClearCheckbook.com, simply enter your username and password on the Sign in page.

#### Creating an Account

If you don't have a ClearCheckbook.com account, you can create one by clicking on the "Create an Account" button on the sign in page and entering a username, password and email address. You can also create an account by going to ClearCheckbook.com and filling out the form there.

| Balance Overviews |

#### Viewing Balances

Once you're signed in, the default screen will be the Balance Overviews. At the top you will see the Overall Balances. Below that, you will see a list of all of your accounts and the balance. You can click on one of the accounts to view transactions for that account.

#### Returning to Balances

If you've navigated away from the Overviews page, you can move backwards to return to the Overviews or you can click on the Menu at the top and select Overviews.

| Transactions |

#### Viewing Transactions

To view transactions for an account, click on the account you want to see on the Overviews page.

#### Jiving a Transaction

To jive (or un-jive) a transaction, tap on the check mark icon located directly to the right of the transaction amount. You can also jive/un-jive a transaction from the Edit Transaction page.

#### Adding a Transaction

To add a transaction, click the "Add Transaction" button at the bottom of the Overviews or Register page and then complete the form with your transaction information.

#### Editing a Transaction

If you want to edit a transaction, click on the transaction in question in the transaction list (the Register). This will load a scene where you can change transaction information.

#### Deleting a Transaction

If you want to delete a transaction, use the swipe to delete gesture on the transaction you want to remove, then click the Delete button.

| Manage Accounts |

#### Adding Accounts

To add an account, click on the menu at the top of the page and select Manage Your... and then click on the Account button. There is a form a the top of the page to enter an account name, an account type and an optional initial balance.

#### Initial Balance

An initial balance is the existing balance in the account you're creating. This is an easy way to set up your account without having to add all previous transactions.

#### Editing an Account

You can edit an account by clicking on the menu at the top of the page and select Manage Your... and then click on the Account button. You will see a list of all your accounts (below the Add Account form). Simply click on the account you want to edit or delete. If you want to edit the account, you can change the details in the form.

#### Deleting an Account

To delete an account, use the swipe to delete gesture on the account you want to remove, then click the Delete button.

| Manage Categories |

#### Adding Categories

To add a category, click on the menu at the top of the page and select Manage Your... and then click on the Category button. There is a form a the top of the page to enter a category name and an optional parent category that this should fall under.

#### Editing a Category

You can edit a category by clicking on the menu at the top of the page and select Manage Your... and then click on the Category button. You will see a list of all your categories (below the Add Category form). Simply click on the category you want to edit or delete. If you want to edit the category, you can change the details in the form.

#### Deleting a Category

To delete a category, use the swipe to delete gesture on the category you want to remove, then click the Delete button.

| Reports |

#### Viewing Reports

To view reports, click on the pie chart icon from the Overviews page. From that page, you can toggle between Line and Pie charts by selecting the Line or Pie buttons. Line reports are generated for your accounts and the pie charts show category data.

| Budget - Spending Limits |

#### Adding a spending limit

To add a new spending limit, click on the Limits icon (the second icon on the Overviews and transaction register pages), then click the green "Create Spending Limit" button. You will be presented with a form to fill out. Once you add the details, you will be taken back to the Limits page where you can see it.

#### Editing a spending limit

To edit a spending limit, click on the Limits icon (the second icon on the Overviews and transaction register pages), then click on the limit you want to edit. You will be taken to a form where you can edit the details of the limit.

#### Deleting a spending limit

To delete a spending limit, click on the Limits icon (the second icon on the Overviews and transaction register pages), and then swipe the limit you want to delete. You can also click on the limit and click the "Delete" button on the edit page.

| Reminders / Recurring Transactions |

#### Adding a reminder / recurring transaction

To add a new reminder, click on the Reminders icon (the third icon on the Overviews and transaction register pages), then click the green "Create New Reminder" button. You will be presented with a form to fill out. Once you add the details, you will be taken back to the Reminders page where you can see it.

#### Editing a reminder / recurring transaction

To edit a reminder, click on the Reminders icon (the third icon on the Overviews and transaction register pages), then click on the upcoming reminder you want to edit. You will be taken to a form where you can edit the details of the reminder.

#### Deleting a reminder / recurring transaction

To delete a reminder, click on the Reminders icon (the third icon on the Overviews and transaction register pages), and then swipe the reminder you want to delete. This will remove the single occurrence of the reminder. You can also click on the reminder and click the "Delete" button on the edit page. This will delete all occurrences of the reminder.

| Default Main Page / Account |

#### Changing the default page

To change the default page when you launch the application, click on the ClearCheckbook menu and then select Preferences and Account. Next, select whether you would like the Account Overviews to be the default page or if you'd like to view a specific account when logging in.