Plaid Bank Sync

Automatic bank sync with Plaid

Manual downloads every month are easy to forget — stale data breaks forecasts. ClearMint Essentials is a bank sync built into a privacy-first personal finance dashboard.

What problem it solves

Manual downloads every month are easy to forget — stale data breaks forecasts.

Who it is for

Users who prefer automatic sync where supported, alongside file import.

Why it is different

Plaid is optional — OFX/CSV import always available for privacy-first control.

How it works

Step by step

  1. On Dashboard, choose Connect bank (Plaid).
  2. Link supported institutions; transactions sync through the same dedup pipeline.
  3. Tokens stay server-side; never exposed in the browser.

Examples

Weekly sync to US checking; monthly OFX for accounts Plaid doesn't cover.

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

FAQ

Frequently asked questions

Plaid vs file import?
Same dashboard. Use either or both.
Canadian banks?
Coverage varies; CSV/OFX import works for all issuers.

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