Smart Search

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

  1. Use search on any transaction table.
  2. Filter by date, account, category, type, or source.
  3. 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.

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