How-to Guides

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

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.

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