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
- Open reconciliation for an account.
- Enter statement opening and closing balances.
- 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.
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.