Use case

Generate Financial Reports

Export category breakdowns and Clear Financial Reports.

Export category breakdowns and Clear Financial Reports. Raw transaction tables don't answer 'how did we do last month?' without pivot tables and formulas. Reports read live categorized data — change a category and reports update without refreshing pivot ranges.

Learn more: Financial Reports.

FAQ

Frequently asked questions

How does ClearMint Essentials help me generate financial reports?
Export category breakdowns and Clear Financial Reports. Raw transaction tables don't answer 'how did we do last month?' without pivot tables and formulas. Reports read live categorized data — change a category and reports update without refreshing pivot ranges.
Do I need spreadsheet formulas?
No. ClearMint is a no-formula spreadsheet alternative — imports and calculations update automatically.
What does it cost?
Essentials is $7.99/mo CAD or $79/yr CAD with a 30-day free trial.

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.