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Pick a plan from Pricing and start your 30-day free trial — you sign up first, then choose monthly or annual. Sign in any time at /login (email or Google) and your workspace opens at /app. Your data is stored securely in the cloud, so it follows you across devices.

From Banking → Import, drop an OFX, QFX, CSV or PDF file from your bank or card issuer. Transactions import instantly, exact duplicates are skipped, and your dashboard fills in income, expenses, bills, balances and cash flow automatically.

The dashboard shows total income, expenses, net cash flow, bank balances, credit-card debt and upcoming bills — recalculated as you edit. Every table is spreadsheet-style: sort any column, search, filter, and edit cells inline.

OFX, QFX, CSV and PDF statements from banks and credit-card issuers. You can also connect a bank directly with Plaid for automatic syncing. Cash and manual entries are welcome too.

When importing a CSV you can set the default year, choose how duplicates are handled (skip, replace, or keep), and toggle auto-categorization. ClearMint detects the date and amount columns and parses common bank formats.

Every imported row keeps the bank's original description in an immutable field, and re-import matching uses that original name plus the date, amount and the specific account or card. So re-importing the same statement is recognized as a duplicate and skipped — even if you renamed the vendor.

In the Banking toolbar choose Connect bank to link an institution through Plaid. Synced transactions flow through the same import, dedup and auto-detect path as files. Access tokens stay server-side and are never exposed in the browser.

Banks often write the same merchant several ways. In the Vendors tab you can merge those aliases under one canonical name. The change applies everywhere — transactions, logos and reports — across all dates, and your manually-created transactions are matched without being overwritten.

Display names are exactly that — display only. Editing the visible name or canonical vendor never changes a transaction's underlying identity, so cleaning up names is always safe.

Identical-looking transactions in separate accounts are kept separate on purpose — they're two real charges, so they're never collapsed into one.

ClearMint auto-flags recurring bills and subscriptions by comparing canonical vendor identity across your history — past and upcoming — so renamed or merged vendors don't create duplicate planning entries.

Bills carry a name, category, amount, due date, frequency and paid/unpaid status, with an "upcoming in 30 days" view so nothing sneaks up on you.

Detected subscriptions appear with their cadence and cost. You can cancel or reactivate, and price changes are surfaced so you notice increases.

Each account has an opening balance that anchors its running balance. Set it on the account, and ClearMint computes the running balance from your transactions on top of it.

This is almost always the opening balance or a missing/duplicate transaction. Check that the account's opening balance matches your statement's starting balance, then confirm no transactions are missing or imported twice for that account.

Track card name, last 4, credit limit, current balance, available credit, APR, minimum payment and due date in one view. Card payments are never miscounted as income.

Rules match on the immutable original vendor name, account, direction, amount range and category, then apply a category, clean display name, tags or reviewed status. Preview the match count before saving, run rules retroactively or only on future imports, and enable/disable or edit them anytime.

Newly imported transactions arrive unreviewed unless a rule marks them otherwise. The Review Inbox lets you search, edit, review individually or in bulk, and export to CSV.

You do. Every table exports to CSV in one click and your whole workspace exports to JSON. ClearMint is private by default — no ads and no selling your data.

Securely in the cloud. ClearMint Essentials is fully serverless — static hosting plus scale-to-zero functions and a managed cloud database — so there's no server to maintain and your data is available on any device you sign in from.

Resetting local data on one device never deletes your information from the cloud — your workspace restores when you sign back in. To permanently remove your data, see Data Deletion.

ClearMint Essentials is $7.99/month or $79/year (about two months free) with a 30-day free trial. See Pricing for details.

Open Settings → Plan & Billing and choose Restore / refresh purchase. ClearMint re-reads your authoritative plan from the billing system so a paid account is recognized on any device.

Manage your subscription from Settings → Plan & Billing. You keep access through the end of the paid period.

ClearMint saves to your account automatically and keeps a local cache so nothing is lost offline. If a save fails it keeps retrying with backoff, and flushes when you close the tab. Check your connection and that you're signed in; your latest edits persist either way.

You can delete the most recent import batch from Settings → Danger zone → Delete last import, fix the file or options, and re-import. Re-importing is duplicate-safe.

Reach us at Contact or email support@clearmintessentials.com and we'll get back to you.