Knowledge Base Articles
ClearMint Essentials help and knowledge base articles.
Create your account and open the app
Getting started
Import your first bank statement
Getting started
Web app only — no native mobile app
Getting started
Tour the dashboard
Getting started
Which file formats can I import?
Import & sync
CSV import options
Import & sync
Why aren't transactions duplicated on re-import?
Import & sync
Connect a bank with Plaid
Import & sync
Cloud sync across devices
Import & sync
Budget planner with pace markers
Budgets & forecast
12-month cash-flow forecast
Budgets & forecast
Calendar view
Budgets & forecast
Track assets and liabilities
Net worth & debt
Debt payoff planning
Net worth & debt
Set an opening balance
Accounts & cards
Balance doesn't match my bank
Accounts & cards
Credit card setup
Accounts & cards
What can I ask the AI?
AI assistant
Is my data sent to AI providers?
AI assistant
Group vendors that change names
Vendors & rules
Renaming vendors safely
Vendors & rules
Same purchase in two accounts
Vendors & rules
How recurring items are detected
Bills & subscriptions
Track due dates and paid status
Bills & subscriptions
Subscriptions view
Bills & subscriptions
Household sharing
Household & reports
Reconciliation guide
Household & reports
Export CSV and JSON
Household & reports
Trial and billing
Billing & plan
Cancel subscription
Billing & plan
Restore purchase
Billing & plan
OFX import troubleshooting
Import & sync
PDF import tips
Import & sync
Category rules
Vendors & rules
Split transactions
Vendors & rules
Transfer detection
Vendors & rules
Multi-currency
Accounts & cards
Sinking funds
Budgets & forecast
Safety buffer in forecast
Budgets & forecast
Future one-off expenses
Budgets & forecast
Mortgage and equity tracking
Net worth & debt
Vehicle values
Net worth & debt
Clear Financial Report
Household & reports
Weekly transaction email
Getting started
Sign-in methods
Getting started
Session timeout
Getting started
Data retention
Billing & plan
Privacy overview
Getting started
Import Wizard steps
Import & sync
Add manual transactions
Import & sync
Track cash expenses
Import & sync
Filter and search transactions
Getting started
Inline spreadsheet editing
Getting started
Using ClearMint on mobile
Getting started
Keyboard shortcuts
Getting started
Appearance settings
Getting started
Notification settings
Getting started
Account security
Getting started
Password reset
Getting started
Billing receipts
Billing & plan
Stripe customer portal
Billing & plan
Annual vs monthly plan
Billing & plan
Invite household members
Household & reports
Shared budgets
Household & reports
Export for tax preparation
Household & reports
Year-end financial review
Household & reports
Earnings tab
Budgets & forecast
Expenses tab
Budgets & forecast
Bills tab
Bills & subscriptions
Mark subscriptions canceled
Bills & subscriptions
Subscription price changes
Bills & subscriptions
Rate AI answers
AI assistant
AI assistant limitations
AI assistant
Grounded answers from your data
AI assistant
Vendor logos
Vendors & rules
Review inbox after import
Vendors & rules
Auto-categorize toggle
Vendors & rules
Missing date ranges
Import & sync
QFX vs OFX
Import & sync
Canadian bank CSV formats
Import & sync
US bank OFX export
Import & sync
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Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.