Replace your manual Excel budget

Your money, in one
smart spreadsheet

ClearMint Essentials turns scattered statements into a clean, sortable financial dashboard. Import your bank file, track income, bills, expenses, credit cards and cash flow — no formulas to maintain.

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No credit card needed · Works offline in your browser · Export anytime

Total income
$6,400.00
This month
Total expenses
$3,910.32
This month
Net cash flow
$2,489.68
Positive
Upcoming bills
$1,855.00
3 due in 30 days
DateDescriptionCategoryAccountAmount
Jun 14Payroll Deposit — Acme CorpIncomeChequing$3,200.00
Jun 12LoblawsGroceriesChequing-$184.32
Jun 10Amazon.caShoppingCash Back Visa-$92.10
Jun 08RentHousingChequing-$1,650.00

Everything you tracked in Excel — done for you

The core money tools, nothing you don't need. Clean, fast, and built to sell.

One-click bank import

Drop an OFX, QFX or CSV file and your transactions land instantly — duplicates skipped automatically.

Spreadsheet-style tables

Sort any column, search, filter by date, account or category, and edit cells inline like a real spreadsheet.

Income & earnings

Track salary and side income with pay frequency, expected and actual dates — recurring-ready.

Bills & due dates

Never miss a payment. Track amount, due date, frequency and paid / unpaid status at a glance.

Credit cards

Limits, balances, available credit, APR, minimum payment and due dates — all in one view.

Export anytime

Every table exports to CSV in one click. Your data is yours — back it up or take it with you.

Simple pricing

One plan, everything included. Start with a 30-day free trial — cancel anytime.

Most popular

Essentials Monthly

$5/mo CAD
  • Unlimited accounts & cards
  • OFX / QFX / CSV / PDF import
  • Cloud sync across devices
  • All reports + Clear Financial Report
  • Priority email support
Start 30-day free trial

Essentials Annual

$49/yr CAD
  • Everything in Essentials
  • Two months free vs monthly
  • Yearly data backup
  • Cancel anytime
Start 30-day free trial

Your data, your control

Security and privacy come standard.

Private by default

Run fully offline — your finances stay in your own browser until you choose to enable cloud sync.

Row-level security

With cloud sync on, every account is isolated by database-enforced row-level security. You only ever see your own data.

No lock-in

Export everything to CSV or JSON whenever you want. Delete your data permanently with one click.

Stop wrestling with spreadsheets

Set up your financial dashboard in under five minutes.