Financial Dashboard

Personal finance dashboard

Scattered statements mean no single answer to 'where do we stand today?' ClearMint Essentials is a personal finance dashboard built into a privacy-first personal finance dashboard.

What problem it solves

Scattered statements mean no single answer to 'where do we stand today?'

Who it is for

Anyone replacing Excel or Mint with one at-a-glance workspace.

Why it is different

Spreadsheet power without spreadsheet maintenance — a smart spreadsheet finance app built for discovery and daily use.

How it works

Step by step

  1. Import bank files or connect via Plaid.
  2. Dashboard shows income, expenses, net cash flow, balances, card debt, upcoming bills.
  3. Every metric recalculates as you edit transactions.

Examples

Morning check: net cash flow green, two bills due this week, card utilization at 22%.

Related: import bank statements, personal finance dashboard, pricing.

FAQ

Frequently asked questions

Mint alternative dashboard?
Yes — similar at-a-glance clarity without ads or data selling. See vs Mint.
Mobile dashboard?
Responsive web app; wide tables become cards on phone.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

Start free trial

30-day free trial · CA$7.99/mo after · Cancel anytime