CSV bank transaction import
CSV exports from banks use inconsistent column layouts. Building a usable presupuesto hoja de cálculo from raw CSV rows takes hours of cleanup. ClearMint Essentials es un CSV bank import integrado en un panel financiero personal con enfoque en privacidad.
Qué problema resuelve
CSV exports from banks use inconsistent column layouts. Building a usable presupuesto hoja de cálculo from raw CSV rows takes hours of cleanup.
Para quién es
Spreadsheet users, small-business owners tracking personal accounts, and anyone whose bank only offers CSV downloads.
Por qué es diferente
ClearMint detects common bank CSV formats, handles year defaults, deduplicates intelligently, and connects imports to presupuestos and cash-flow forecasts — not just a static sheet.
Paso a paso
- Export a CSV from your bank or card issuer.
- Upload it in the Asistente de importación and confirm date and amount columns.
- Choose duplicate handling (skip, replace, or keep) and optional auto-categorization.
- Transactions land in sortable, filterable tables tied to your dashboard.
Ejemplos
Import a Chase checking CSV, a Desjardins export, or a custom CSV with date, description, and amount columns. Set the default year when your bank omits it.
Relacionado: importar extractos bancarios, panel financiero personal, precios.
Preguntas frecuentes
What CSV columns does ClearMint expect?
Is CSV import a alternativa a Mint feature?
Can I import CSV alongside OFX?
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.