PDF Statement Import

PDF bank statement import

Some institutions only provide PDF statements. Extracting transactions manually is tedious and easy to miss rows. ClearMint Essentials is a PDF bank statement import built into a privacy-first personal finance dashboard.

What problem it solves

Some institutions only provide PDF statements. Extracting transactions manually is tedious and easy to miss rows.

Who it is for

Users whose banks issue PDF-only statements or who archive paperless statements as PDF files.

Why it is different

PDF parsing is built into the same workspace as OFX and CSV — one dashboard, one dedup ruleset, no separate tools.

PDF Statement Import in ClearMint Essentials
PDF Statement Import — ClearMint Essentials personal finance dashboard
How it works

Step by step

  1. Upload a PDF statement in the Import Wizard.
  2. ClearMint extracts transaction rows from the statement text.
  3. Review imported rows, adjust categories inline, and reconcile against opening and closing balances.

Examples

Import a monthly PDF from a regional credit union or a scanned statement export. Use reconciliation to confirm totals match.

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

FAQ

Frequently asked questions

How accurate is PDF import?
Accuracy depends on statement layout. Always reconcile against statement balances; edit or add missing rows inline.
Does PDF import work on mobile?
ClearMint is a responsive web app — upload from any browser, though desktop is easier for review.

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.

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