Account Reconciliation

Account reconciliation

Imported data can miss rows or duplicate them — without reconciliation, balances drift from the bank. ClearMint Essentials is a bank reconciliation built into a privacy-first personal finance dashboard.

What problem it solves

Imported data can miss rows or duplicate them — without reconciliation, balances drift from the bank.

Who it is for

Detail-oriented budgeters and anyone importing monthly statements.

Why it is different

Built into the import workflow — not a manual VLOOKUP exercise at month end.

How it works

Step by step

  1. Open reconciliation for an account.
  2. Enter statement opening and closing balances.
  3. ClearMint flags duplicates, gaps, and mismatches.

Examples

Reconcile chequing after OFX import; find one missing $45 debit.

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

FAQ

Frequently asked questions

Required every month?
Recommended after each import; especially for CSV and PDF sources.
Fix mismatches?
Add or edit transactions inline, then re-run reconciliation.

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.

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