Financial reports
Raw transaction tables don't answer 'how did we do last month?' without pivot tables and formulas. ClearMint Essentials is a financial reports built into a privacy-first personal finance dashboard.
What problem it solves
Raw transaction tables don't answer 'how did we do last month?' without pivot tables and formulas.
Who it is for
Users reviewing monthly finances and preparing for taxes or household meetings.
Why it is different
Reports read live categorized data — change a category and reports update without refreshing pivot ranges.
Step by step
- Open Reports from Accounts or module-specific exports.
- View spending by category, income vs expense, and Clear Financial Report summaries.
- Export any table to CSV or full workspace to JSON.
Examples
Generate month-end category breakdown, export dining for the year, share JSON backup.
Related: import bank statements, personal finance dashboard, pricing.
Frequently asked questions
Tax-ready reports?
Custom date ranges?
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.