Casos de uso
O que você pode fazer com ClearMint Essentials.
Importar extratos bancários
Turn OFX, CSV, and PDF bank statements into a living dashboard in minutes.
Acompanhar gastos
See where money goes with categorized imports and pace-aware budgets.
Criar orçamentos
Set monthly category limits with suggestions from your actual spending.
Prever fluxo de caixa
Project 12 months ahead from recurring income, bills, and expenses.
Monitorar assinaturas
Detect recurring charges and catch price increases early.
Acompanhar contas recorrentes
Never miss rent, utilities, or insurance due dates.
Monitorar dívidas
Track cards and loans with avalanche and snowball payoff plans.
Acompanhar cartões de crédito
Limits, balances, APRs, and due dates in one view.
Construir patrimônio
Assets minus liabilities charted over time.
Revisar finanças mensais
Month-end category reports and cash-flow summaries.
Gerar relatórios financeiros
Export category breakdowns and Clear Financial Reports.
Gerenciar finanças da família
One shared workspace for couples and families.
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.