Use Cases
What you can do with ClearMint Essentials.
Import Bank Statements
Turn OFX, CSV, and PDF bank statements into a living dashboard in minutes.
Track Spending
See where money goes with categorized imports and pace-aware budgets.
Create Budgets
Set monthly category limits with suggestions from your actual spending.
Forecast Cash Flow
Project 12 months ahead from recurring income, bills, and expenses.
Monitor Subscriptions
Detect recurring charges and catch price increases early.
Track Recurring Bills
Never miss rent, utilities, or insurance due dates.
Monitor Debt
Track cards and loans with avalanche and snowball payoff plans.
Track Credit Cards
Limits, balances, APRs, and due dates in one view.
Build Net Worth
Assets minus liabilities charted over time.
Review Monthly Finances
Month-end category reports and cash-flow summaries.
Generate Financial Reports
Export category breakdowns and Clear Financial Reports.
Manage Household Finances
One shared workspace for couples and families.
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.