Data Export

Export your financial data

Finance tools that trap data force you to rebuild years of history to leave. ClearMint Essentials is a data export built into a privacy-first personal finance dashboard.

What problem it solves

Finance tools that trap data force you to rebuild years of history to leave.

Who it is for

Privacy-conscious users and anyone backing up before tax season.

Why it is different

ClearMint Essentials does not sell personal financial data; export is always available.

How it works

Step by step

  1. Export any table to CSV in one click.
  2. Export full workspace to JSON from Settings.
  3. No lock-in — your data belongs to you.

Examples

Year-end CSV of all transactions; JSON backup before canceling subscription.

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

FAQ

Frequently asked questions

Export on trial?
Yes — full export during trial and after.
Import JSON elsewhere?
JSON is a complete workspace snapshot for backup and portability.

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