Bank Account Management

Bank account management

Chequing, savings, and joint accounts each have their own balance logic — easy to break with one wrong formula. ClearMint Essentials es un bank account management integrado en un panel financiero personal con enfoque en privacidad.

Qué problema resuelve

Chequing, savings, and joint accounts each have their own balance logic — easy to break with one wrong formula.

Para quién es

People managing multiple bank accounts across institutions.

Por qué es diferente

Per-account history, conciliación, and export — without maintaining SUM formulas across sheets.

Cómo funciona

Paso a paso

Create accounts for chequing, savings, and more.
Set opening balance to match your statement start.
Import transactions; running balance computes from opening balance plus activity.

Ejemplos

Three chequing accounts and two savings; reconcile each against monthly OFX exports.

Relacionado: importar extractos bancarios, panel financiero personal, precios.

Preguntas frecuentes

Why doesn't my balance match the bank?

Usually opening balance or a missing/duplicate transaction — use Reconciliation to find gaps.

Multi-currency accounts?

Pick your display currency; track balances as accounts report them.