Your finances,
as a smart spreadsheet.

Bring income, spending, and bills together.
See how they shape your future cash flow.

Start free trial 30-day free trial · Cancel anytime

Your financial details, together

Organize transactions, budgets, and bills with the control you value.

Expense tracking
Budgeting
Reminders

Understand today. Plan what comes next.

See income and spending clearly, then use your forecast to look ahead.

See your monthly cash flowReview income, spending, and upcoming bills in one clear view.
You have $600 to spend between now and payday.Budget

Your records. Your plans. Your way.

Choose the tools you need, from everyday tracking to forecasting and reports.

12-month forecast
Account tracking
Assistant
Reports
Recurring expenses
Customization

Find the right fit for your finances

Compare ClearMint with other money apps. Explore the differences in importing statements, budgeting, household finances, and planning ahead.

ClearMint vs Copilot Money

A polished US app for reviewing transactions and tracking investments, compared with ClearMint's statement imports and 12-month cash-flow plan.

Read the comparison →

ClearMint vs Rocket Money

A US app known for subscription cancellation and bill negotiation services, compared with ClearMint's do-it-yourself ledger and forecast.

Read the comparison →

ClearMint vs Lunch Money

A flexible, web-first budgeting tool with multi-currency, rules and an API, compared with ClearMint's statement imports and forward cash-flow plan.

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Explore all comparisons

One plan. Everything included.

Import your statements, organize your finances, and forecast the months ahead. Try everything free for 30 days.

Start free trial
Monthly$7.99 /moCAD · cancel anytime
SAVE 18%Annual$79 /yrCAD · about $6.58/mo

Hi, I'm Joseph

I built ClearMint because for more than a decade I tracked every dollar my family earned and spent — importing statements every month, reconciling every transaction and planning months ahead.

The software I relied on turned into an expensive business accounting platform. I wanted something built for families: import the statements your bank already gives you, and see the months ahead. I hope it helps you the way it helped us.

JBJoseph BarbosaFounder, ClearMint Essentials · Read the story
AssistantBuilt into ClearMint

Common questions

Still curious? Read the guides or write to support.

What is ClearMint Essentials?

ClearMint Essentials brings your transactions, budgets, bills, and forecasts into one organized personal-finance workspace. It's built for people who like spreadsheet-style detail and control, with tools to see the months ahead.

What file formats can I import?

OFX, QFX, CSV, and PDF statements from your bank or credit card. Importing the same period again is checked for duplicates, so transactions aren't counted twice.

Does it connect to my bank?

It's optional. Import the statement files your bank already gives you, or connect an account through Plaid where it's available. ClearMint never sees or stores your bank password.

Can couples or households use it?

Yes. Invite household members to share one workspace, with shared accounts, budgets, and a combined picture of your finances.

Is my data private?

Your records are stored in your private ClearMint account, visible only to you and the household members you invite. Numbers-hidden mode blurs balances for screen sharing. AI features are optional and can be turned off in Settings.

How much does it cost?

Essentials Monthly is CA$7.99/mo and Essentials Annual is CA$79/yr. Both include a 30-day free trial with everything included. Cancel anytime.