How to Import CSV Bank Files
- Export a CSV from your bank or card issuer.
- Upload it in the Import Wizard and confirm date and amount columns.
- Choose duplicate handling (skip, replace, or keep) and optional auto-categorization.
- Transactions land in sortable, filterable tables tied to your dashboard.
Feature detail: CSV Import · Help article
FAQ
Frequently asked questions
How to Import CSV Bank Files?
Export a CSV from your bank or card issuer. Upload it in the Import Wizard and confirm date and amount columns. Choose duplicate handling (skip, replace, or keep) and optional auto-categorization. Transactions land in sortable, filterable tables tied to your dashboard.
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.