How it works

From statement to clear plan.

Turn an existing statement into a clear view of where your money goes and what comes next.

Start free trial The demo below uses a sample file. Nothing is uploaded.

Import

Add an OFX, QFX, CSV or PDF statement. ClearMint reads it in your browser and lines up each transaction.

sample-chequing-october.csv

Sample file · 7 transactions · Oct 1 – Oct 31

Demo data

Ready to import the sample file0%

Review

Check each transaction and its category. The Visa payment is marked as a transfer, so it isn't counted as spending.

Import the sample file to start reviewing.

Plan

Reviewed transactions become recurring items, and the forecast projects them forward. Illustrative: the same month repeats, with an extra CA$600 of holiday spending in December.

Income Money out, including card payment

Illustrative estimate

Bars use a CA$0–6,000 scale. Projected balance Oct 31, 2027

See what comes next.

Turn your statement into a clearer tomorrow.

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