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
- On Dashboard, choose Connect bank (Plaid).
- Link supported institutions; transactions sync through the same dedup pipeline.
- 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.
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.