Import Bank Statements
Turn OFX, CSV, and PDF bank statements into a living dashboard in minutes.
Turn OFX, CSV, and PDF bank statements into a living dashboard in minutes. Bank exports arrive as OFX or QFX files that are hard to read in a spreadsheet. Manual copy-paste is slow and error-prone. Unlike a raw spreadsheet, ClearMint parses OFX structure for you, maps accounts, deduplicates on re-import, and auto-suggests categories — no formulas to maintain.
Learn more: OFX Import.
FAQ
Frequently asked questions
How does ClearMint Essentials help me import bank statements?
Turn OFX, CSV, and PDF bank statements into a living dashboard in minutes. Bank exports arrive as OFX or QFX files that are hard to read in a spreadsheet. Manual copy-paste is slow and error-prone. Unlike a raw spreadsheet, ClearMint parses OFX structure for you, maps accounts, deduplicates on re-import, and auto-suggests categories — no formulas to maintain.
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.