It’s built using React and is a single page app (/mint). It literally just has one page by the way.
Mint helps you reconcile transactions with ease. It highlights potential matches, autofills relevant information and even allows bulk reconciliation. If you make a mistake, you can easily “Undo” a reconciliation.
When recording inter-bank transfers, Mint will look for “mirror” transactions and suggest that as well.
You can also set up rules to automatically classify transactions - and this helps users by autofilling accounts and parties.
A lot of effort has gone into refining the experience - the little details - like date pickers can accept natural language input (“2 days ago” or “Apr 21”), there’s fuzzy search on the transactions list, date popups do not jump around when switching between months, account dropdowns show accounts in groups and also offer fuzzy searching.
I have added a lot of documentation and screenshots on the Github repository and a YouTube video (50+ minute long!) is being uploaded now.
Mint is available on Frappe Cloud on private benches.
I maybe missed the part in the video where you explain uploading the bank statement. How do you upload the bank statement from mint screen, or do you still do it from the data import in erpnext like we used to?
Also, what is the purpose of the mint settings page? Google AI?
So I wanted to provide a better upload experience, and tried Google Cloud, but it wasn’t very reliable. For now you should use the standard “Bank Statement Import”
I did however create a Doctype called “Mint Bank Statement Import” - and I used that to import my credit card statements - since they have “Cr” and “Dr” instead of separate columns for withdrawal and deposit. It’s a very simple Doctype and can be used to import statements.
The documentation for this is on the README under the section “Bank Statement Importer”.
This looks awesome. Will this only be available on Frappe Cloud?
A question on the credit cards, are you treating your credit cards as an Asset account? Then you create a bank account with that account and mark it as “Is Credit Card” so you can then use it?
We are struggling on how deal with credit cards that we use to purchase goods in the system. Currently we set it up as a payable but that doesn’t seem to work well. I’ve read a couple topics on this, but this app at least makes the asset route more appealing.
It’s an open source Frappe app so you can install it on your server. Not restricted to just Frappe Cloud.
For credit cards: the account is a liability account (root type is Liability (not asset) - so it’s on the balance sheet), but the “account type” is set to “Bank”. This allows you to pick the account when creating a “Bank Account” - the bank account should be a company bank account.
So if you had an expense on the credit card, you would credit the account (your liability increases) and debit the expense account. If you made a payment, you would debit the account (your liability decreases).
The “is_credit_card” checkbox is only for Mint to know which type of Journal Entry to create - “Credit Card Entry” vs “Bank Entry” - it has no impact on accounting - it just looks better when viewing the general ledger.
Thanks for the reply. We will definitely gives this a shot and use this app as well with it. I just installed the app with no problems, it looks slick!
If I can get it to work how I’d like, this tool will greatly speed up my reconciliation process which is extremely, extremely painful and manual in ERPNext right now. I’m also a n00b with accounting, so all this is learning.
But the issue I’m running in to is I click “Bank Entry” for an item that was incoming money (or anything, just to get the Journey Entry). I assign the Account and Cost Center in the given row in the Mint interface (of the Bank Entry) and submit. It makes a doubly-entry Journal Entry (yay!) BUT the two Accounting Entries (inside the Journal Entry) do not have the right Cost Centers assigned, and this is really important for me to have so I can track everything for specific events we run.
I feel like maybe they could just inherit the assigned Cost Center, but they’re not. Maybe a bug or improvement? Or maybe I’m not using it properly. Thanks for any help!
Oh you mean the cost center on the bank side of the JE? I guess it just uses the default cost center set in the company. You can configure the cost center on each row for the expenses/income.
Sir, I tried it, but actually I’m only getting this type of window, and apart from one Mint Bank Reconciliation Rule & Mint Bank reconciliation Import, nothing else is visible. Could you please guide me on how to use it?
