Budget Planner Software
ClearMint Essentials — Your finances, as a smart spreadsheet. A privacy-first budget planner for individuals and families.
Looking for budget planner? ClearMint Essentials is a smart spreadsheet finance app and budget planner that imports OFX/CSV bank files into a personal finance dashboard. ClearMint Essentials is a privacy-first personal finance dashboard and smart spreadsheet alternative for importing OFX/CSV bank files and tracking income, expenses, bills, credit cards, subscriptions, cash flow, budgets, net worth and reports.
Key capabilities
- OFX and CSV bank file import
- Personal finance dashboard with live totals
- Budget planner with pace markers
- 12-month cash flow forecast
- Credit card and subscription tracking
- Net worth and financial reports
- Family finance management
- AI assistant grounded on your data
Related feature: Budget Planner.
FAQ
Frequently asked questions
Is ClearMint Essentials a good budget planner?
Yes — ClearMint Essentials is built as a budget planner with OFX/CSV import, budgeting, cash flow, net worth, and privacy-first design.
How is it different from a spreadsheet?
You get spreadsheet-style tables without maintaining formulas — imports, categories, and forecasts update automatically.
Mint alternative?
ClearMint is a calm Mint alternative without ads or selling your data. See our Mint comparison page.
Try ClearMint Essentials free for 30 days
Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.