Plaid Bank Sync

Automatic bank sync with Plaid

Manual downloads every month are easy to forget — stale data breaks forecasts. ClearMint Essentials es un bank sync integrado en un panel financiero personal con enfoque en privacidad.

Qué problema resuelve

Manual downloads every month are easy to forget — stale data breaks forecasts.

Para quién es

Users who prefer automatic sync where supported, alongside file import.

Por qué es diferente

Plaid is optional — OFX/CSV import always available for con enfoque en privacidad control.

Cómo funciona

Paso a paso

On Panel, choose Conectar banco (Plaid).
Link supported institutions; transactions sync through the same dedup pipeline.
Tokens stay server-side; never exposed in the browser.

Ejemplos

Weekly sync to US checking; monthly OFX for accounts Plaid doesn't cover.

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

Preguntas frecuentes

Plaid vs file import?

Same dashboard. Use either or both.

Canadian banks?

Coverage varies; CSV/OFX import works for all issuers.