Plaid Bank Sync

Automatic bank sync with Plaid

Manual downloads every month are easy to forget — stale data breaks forecasts. ClearMint Essentials é um bank sync integrado a um painel financeiro pessoal com foco em privacidade.

Qual problema resolve

Manual downloads every month are easy to forget — stale data breaks forecasts.

Para quem é

Users who prefer automatic sync where supported, alongside file import.

Por que é diferente

Plaid is optional — OFX/CSV import always available for com foco em privacidade control.

Como funciona

Passo a passo

On Painel, choose Conectar banco (Plaid).
Link supported institutions; transactions sync through the same dedup pipeline.
Tokens stay server-side; never exposed in the browser.

Exemplos

Weekly sync to US checking; monthly OFX for accounts Plaid doesn't cover.

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

Perguntas frequentes

Plaid vs file import?

Same dashboard. Use either or both.

Canadian banks?

Coverage varies; CSV/OFX import works for all issuers.