PDF Statement Import

PDF extracto bancario import

Some institutions only provide PDF statements. Extracting transactions manually is tedious and easy to miss rows. ClearMint Essentials es un PDF extracto bancario import integrado en un panel financiero personal con enfoque en privacidad.

Qué problema resuelve

Some institutions only provide PDF statements. Extracting transactions manually is tedious and easy to miss rows.

Para quién es

Users whose banks issue PDF-only statements or who archive paperless statements as PDF files.

Por qué es diferente

PDF parsing is built into the same workspace as OFX y CSV — one dashboard, one dedup ruleset, no separate tools.

clearmintessentials.app/app
PDF Statement Import in ClearMint Essentials
PDF Statement Import — panel financiero ClearMint Essentials
Cómo funciona

Paso a paso

  1. Upload a PDF statement in the Asistente de importación.
  2. ClearMint extracts transaction rows from the statement text.
  3. Review imported rows, adjust categories inline, and reconcile against opening and closing balances.

Ejemplos

Import a monthly PDF from a regional credit union or a scanned statement export. Use conciliación to confirm totals match.

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

Preguntas frecuentes

Preguntas frecuentes

How accurate is PDF import?
Accuracy depends on statement layout. Always reconcile against statement balances; edit or add missing rows inline.
Does PDF import work on mobile?
ClearMint is a app web responsive — upload from any browser, though desktop is easier for review.

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.

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