CSV Import

CSV bank transaction import

CSV exports from banks use inconsistent column layouts. Building a usable orçamento planilha from raw CSV rows takes hours of cleanup. ClearMint Essentials é um CSV bank import integrado a um painel financeiro pessoal com foco em privacidade.

Qual problema resolve

CSV exports from banks use inconsistent column layouts. Building a usable orçamento planilha from raw CSV rows takes hours of cleanup.

Para quem é

Spreadsheet users, small-business owners tracking personal accounts, and anyone whose bank only offers CSV downloads.

Por que é diferente

ClearMint detects common bank CSV formats, handles year defaults, deduplicates intelligently, and connects imports to orçamentos and cash-flow forecasts — not just a static sheet.

clearmintessentials.app/app
CSV Import in ClearMint Essentials
CSV Import — painel financeiro ClearMint Essentials
Como funciona

Passo a passo

  1. Export a CSV from your bank or card issuer.
  2. Upload it in the Assistente de importação and confirm date and amount columns.
  3. Choose duplicate handling (skip, replace, or keep) and optional auto-categorization.
  4. Transactions land in sortable, filterable tables tied to your dashboard.

Exemplos

Import a Chase checking CSV, a Desjardins export, or a custom CSV with date, description, and amount columns. Set the default year when your bank omits it.

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

Perguntas frequentes

Perguntas frequentes

What CSV columns does ClearMint expect?
At minimum date, description, and amount. ClearMint auto-detects common layouts; you can adjust mapping during import.
Is CSV import a alternativa ao Mint feature?
Yes — like Mint, you get a dashboard from bank data, but ClearMint uses file import you control instead of selling ad profiles.
Can I import CSV alongside OFX?
Absolutely. All formats feed the same dedup engine and dashboard.

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.

Iniciar teste grátis Ver preços