Bank Import Workflow Best Practices
Understanding bank import workflow best practices helps you use ClearMint Essentials more effectively. ClearMint is a smart spreadsheet finance app — import OFX/CSV bank files, track budgets and cash flow, and build net worth over time.
Apply these concepts in ClearMint: set category budgets, use the 12-month cash-flow forecast, and review monthly reports. More guides · Features.
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.