Bank Account Management

Bank account management

Chequing, savings, and joint accounts each have their own balance logic — easy to break with one wrong formula. ClearMint Essentials é um bank account management integrado a um painel financeiro pessoal com foco em privacidade.

Qual problema resolve

Chequing, savings, and joint accounts each have their own balance logic — easy to break with one wrong formula.

Para quem é

People managing multiple bank accounts across institutions.

Por que é diferente

Per-account history, conciliação, and export — without maintaining SUM formulas across sheets.

clearmintessentials.app/app
Bank Account Management in ClearMint Essentials
Bank Account Management — painel financeiro ClearMint Essentials
Como funciona

Passo a passo

  1. Create accounts for chequing, savings, and more.
  2. Set opening balance to match your statement start.
  3. Import transactions; running balance computes from opening balance plus activity.

Exemplos

Three chequing accounts and two savings; reconcile each against monthly OFX exports.

Relacionado: importar extratos bancários, painel financeiro pessoal, preços.

Perguntas frequentes

Perguntas frequentes

Why doesn't my balance match the bank?
Usually opening balance or a missing/duplicate transaction — use Reconciliation to find gaps.
Multi-currency accounts?
Pick your display currency; track balances as accounts report them.

Experimente o ClearMint Essentials grátis por 30 dias

Importe arquivos OFX ou CSV e acompanhe receitas, contas, despesas, cartões, assinaturas, orçamentos, fluxo de caixa e patrimônio — sem fórmulas para manter.

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