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.
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?
Multi-currency accounts?
Prueba ClearMint Essentials gratis durante 30 días
Importa archivos OFX o CSV y haz seguimiento de ingresos, facturas, gastos, tarjetas, suscripciones, presupuestos, flujo de caja y patrimonio neto — sin fórmulas que mantener.