How-to Guides
Step-by-step guides for ClearMint Essentials.
How to Import OFX Files
How to Organize Bank Statements
How to Build a Personal Finance Dashboard
How to Replace Excel for Budgeting
How to Track Subscriptions
How to Monitor Cash Flow
How to Build a Monthly Budget
How to Track Credit Card Spending
How to Calculate Net Worth
How to Forecast Future Expenses
How to Organize Household Finances
How to Import CSV Bank Files
How to Reconcile Bank Accounts
How to Detect Recurring Bills
How to Export Financial Data
How to Categorize Transactions
How to Plan Debt Payoff
How to Use the AI Finance Assistant
How to Connect a Bank with Plaid
How to Review Monthly Spending
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.