How you can sign in
Email and password
Your email address is verified before the account is active.
Username and password
A username instead of an email address, if you prefer.
The only social provider offered. myClerkBook receives your email address
and basic profile, and nothing else.
Sign in with Apple and passkeys are specified and not yet available. They
are in the plan and are not offered on the sign-in page today. When a method
is live it appears on that page. The page is the authority, not this list.
What sign-up asks for
Your name, a username, an email address and a password, plus your agreement to the Terms and the Privacy Policy. It does not ask for a plan. Choosing a plan is not part of sign-up and not part of onboarding. It comes straight after, and a plan or the Premium trial is what opens the app. It does not ask for a bank. There is no facility to connect one, on any plan, at any point. See What is myClerkBook.Where you land
Creating an account takes you straight to onboarding, which runs once. When you finish it you arrive at your first book. Signing in later takes you to your most recently used book instead, so you pick up where you left off rather than choosing from a list every time.1
You create the account
At
/sign-up, with one of the methods above.2
Onboarding runs once
It asks what to call you, then has you name your first book and pick the
currency it is kept in.
3
You arrive at the book
An empty dashboard with your book’s name on it, ready for its first entry.
Deleting the account
Deletion is immediate and permanent for your account and everything in it: no soft delete, no archive, no retained copy. Analytics records are held separately and are erased on request. If you want your records, export them first.Next: your first transaction
Recording an entry, and what each field on the form is for.