Smart search across finances
Finding one transaction among thousands means scrolling or broken spreadsheet filters. ClearMint Essentials is a smart search built into a privacy-first personal finance dashboard.
What problem it solves
Finding one transaction among thousands means scrolling or broken spreadsheet filters.
Who it is for
Power users and families with long transaction histories.
Why it is different
Search spans all modules with consistent spreadsheet UX — not separate search per account tab.
How it works
Step by step
- Use search on any transaction table.
- Filter by date, account, category, type, or source.
- Sort any column inline like a spreadsheet.
Examples
Find all 'Home Depot' rows last quarter over $200 in two clicks.
Related: import bank statements, personal finance dashboard, pricing.
FAQ
Frequently asked questions
Global search?
Per-table search and filters today; use AI assistant for cross-module questions.
Search vendors?
Yes — vendor names and merged aliases are searchable.
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.