Statement imports with a preview
Upload CSV or text-based PDF statements. Every row is parsed into a preview, and nothing is saved until you confirm.
Personal finance, without bank connections
Your money, in focus. From the statements you already have.
Mintique imports bank and credit card statements, checks balances against them, and keeps every transaction linked to the document it came from. You never share a bank login.
- No bank login
- No bank connection
- Every transaction traced to its statement
- Export your data anytime
Features
Everything your statements tell you, in one place.
Import, review and organize your finances without giving an app access to your bank.
Duplicate protection
Re-uploading the same file is detected. Transactions that look like repeats are flagged so you can decide what to import.
Balance checks
Compare opening and closing balances against your imported transactions. A mismatch is shown before you import.
Transactions traced to their source
Each transaction keeps its original description and amount, and links to the statement it came from.
Monthly budgets and reports
Set a budget per category for each month. See income against expenses and where your spending goes.
Private documents and export
Statements are stored privately behind expiring download links. Export your transactions and account data at any time.
Import review
Review every import before it's saved
Mintique shows what it found in the statement first. You decide which rows to bring in.
- Re-uploaded files are detected before parsing.
- Possible duplicate transactions are flagged, with a clear choice for each.
- Rows that can’t be read are marked invalid instead of being silently dropped.
- A balance mismatch must be acknowledged before the import is confirmed.
Transactions
Trace any transaction back to its statement
Search and filter everything in one list. Open any transaction to see where it came from and how it has changed.
- Filter by account, date range, category and transaction type.
- Original imported values are kept. Edits are recorded beside them, never written over them.
- Every imported transaction links to the statement it came from.
Spending insights
See the bigger picture of your money
Bring your accounts into one view. See what came in, what went out, and where your spending is going.
- Compare income and expenses at a glance.
- See spending by category and spot your biggest expenses.
- Keep account balances and recent activity in view.
Private document archive
Your statements, always within reach
Keep your financial paperwork alongside your money. Find the original statement whenever you need to check a detail.
- Keep statements organized by account in one private archive.
- Follow imported transactions back to their source document.
- Download originals through private, expiring links.
YOUR RECORDS
Documents
Your statements. Your paper trail.
All documents3 statements
- November statement.pdfEveryday account · Nov 2026124 linked transactions
- October statement.csvEveryday account · Oct 202698 linked transactions
- October card statement.pdfCredit card · Oct 202642 linked transactions
How it works
Three steps from statement to clear picture.
Create your accounts
Add checking, savings, credit card or loan accounts by hand. Account numbers are optional.
Upload a statement
Drop in a CSV or a text-based PDF. Mintique suggests the matching account, and you confirm it.
Review, then confirm
See duplicates and flagged rows in a preview. Nothing is saved until you confirm the import.
Frequently asked questions
Do I need to connect my bank account?
No. Mintique works from statements you upload. It never asks for bank credentials and does not depend on a bank aggregator.
Which statement formats are supported?
CSV files and text-based PDF statements. Scanned PDFs without a text layer are not supported yet, and you can always add accounts and transactions by hand.
What happens if I upload the same statement twice?
Mintique detects the duplicate file. Transactions that already exist are flagged in the preview so you can exclude them before anything is saved.
Can I export my data?
Yes. You can export transactions as CSV, export account and document metadata, and download your uploaded statements. Export does not require a paid plan.
Can I delete my data?
Yes. Deleting your account removes your user, workspace, files and audit logs. The deletion is immediate and complete.
Is my financial data used for advertising or AI training?
No. Financial data is not sold, rented, used for advertising, or used to train AI models. It is only processed to run the app, keep it secure, and support you.
Can I run Mintique myself?
Yes. Mintique can be self-hosted with Docker and PostgreSQL, using the same features as the hosted app. See the self-hosting guide.
Know where your money goes, without handing over your bank login.
Start with the statements you already download. Mintique keeps the records in one private place.