Use case

Review Monthly Finances

Month-end category reports and cash-flow summaries.

Month-end category reports and cash-flow summaries. 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 about: Financial Reports.

FAQ

Frequently asked questions

How does ClearMint Essentials help me review monthly finances?
Month-end category reports and cash-flow summaries. 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.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

Start free trial

30-day free trial · CA$7.99/mo after · Cancel anytime