Bank account management
Chequing, savings, and joint accounts each have their own balance logic — easy to break with one wrong formula. ClearMint Essentials is a bank account management built into a privacy-first personal finance dashboard.
What problem it solves
Chequing, savings, and joint accounts each have their own balance logic — easy to break with one wrong formula.
Who it is for
People managing multiple bank accounts across institutions.
Why it is different
Per-account history, reconciliation, and export — without maintaining SUM formulas across sheets.
Step by step
- 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.
Examples
Three chequing accounts and two savings; reconcile each against monthly OFX exports.
Related: import bank statements, personal finance dashboard, pricing.
Frequently asked questions
Why doesn't my balance match the bank?
Multi-currency accounts?
Try ClearMint Essentials free for 30 days
Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.