CSV bank transaction import
CSV exports from banks use inconsistent column layouts. Building a usable budget spreadsheet from raw CSV rows takes hours of cleanup. ClearMint Essentials is a CSV bank import built into a privacy-first personal finance dashboard.
What problem it solves
CSV exports from banks use inconsistent column layouts. Building a usable budget spreadsheet from raw CSV rows takes hours of cleanup.
Who it is for
Spreadsheet users, small-business owners tracking personal accounts, and anyone whose bank only offers CSV downloads.
Why it is different
ClearMint detects common bank CSV formats, handles year defaults, deduplicates intelligently, and connects imports to budgets and cash-flow forecasts — not just a static sheet.
Step by step
- Export a CSV from your bank or card issuer.
- Upload it in the Import Wizard 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.
Examples
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.
Related: import bank statements, personal finance dashboard, pricing.
Frequently asked questions
What CSV columns does ClearMint expect?
Is CSV import a Mint alternative feature?
Can I import CSV alongside OFX?
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.