Quickstart
Get started with Mintline in under 5 minutes.
Prerequisites
- A Gmail account with receipts
- PDF bank statements to upload
Setup Steps
2
Connect Gmail
Link your Gmail account to automatically import receipts from your inbox. Mintline uses read-only access and only looks for receipt emails.
Privacy note: We only read emails that match receipt patterns. Your personal emails are never accessed or stored.
3
Upload bank statements
Upload your bank statements as PDFs. Mintline extracts all transactions automatically using AI-powered parsing.
Supported formats: PDF bank statements from most major banks.
4
Review matches
Mintline automatically matches receipts to bank transactions based on amount, date, and merchant. Review proposed matches and confirm with one click.
High-confidence matches can be auto-confirmed in settings.
