Mint

Mint is an open-source bank-reconciliation tool for ERPNext by
The Commit Company.
It replaces the standard ERPNext reconciliation tool with a React UI
that's faster, has built-in fuzzy matching, and ships a rules engine
for auto-categorising recurring transactions. Licensed AGPLv3.

Once installed, the UI lives at /mint on your site. You sign in with
the same ERPNext credentials; permissions follow the normal Account /
Bank Account role permissions.

What Mint does well

• All banking reports in one place. Bank Reconciliation Statement,
  Bank Transactions list, Bank Clearance Summary, Incorrectly Cleared
  Entries — same view, no tab-switching.
• Fuzzy search across unreconciled transactions. Type a partial
  customer name, an amount, or part of a reference and Mint finds the
  match. Filters by type (Debit / Credit) and amount range.
• Visual match probability. When you select a Bank Transaction,
  Mint shows candidate vouchers with green / yellow / red dots for the
  signals that matched (amount, date, reference). Highest-probability
  candidates float to the top.
• One-click reconcile. No multi-step modal — pick a candidate,
  click Reconcile.
• Bank Entry / Credit Card Entry splits. A single bank credit can
  be split across multiple accounts. The UI shows the difference live
  as you allocate, and clicking the difference creates a balancing
  entry. Credit-card statements work the same way once you tick Is
  Credit Card on the Bank Account.
• Record Payment. Create a Payment Entry directly from the
  transaction. Pick a party, Mint pulls up all unpaid invoices, you
  allocate the amount. Extra charges (bank fees, FX cost) get a line
  on the same screen.
• Internal Transfer. Bank-to-bank or bank-to-cash moves go through
  a dedicated form that prevents the common mistake of forgetting the
  destination side.
• Bank statement import. Upload a CSV / Excel / camt.053 file.
  Mint has a more forgiving column mapper than ERPNext's standard
  import — useful for banks with non-standard layouts.

Getting started

1. Install the app:

   bench --site <your-site> install-app mint
   

2. Navigate to /mint in your browser. Mint walks you through
   selecting a Company, a Bank Account, and a date range.
3. If your Bank Transactions are already in ERPNext (via
   GoCardless Banking or CSV import),
   Mint picks them up automatically.
4. Start reconciling.

The rules engine

Recurring transactions (Stripe payouts, Mollie settlements, SaaS
subscription charges, fixed-cost utility payments) have predictable
descriptions. Mint's Bank Transaction Rules let you tell it:
"When you see a transaction whose description contains 'Mollie', map
it to GL account X and create a Journal Entry with line A and B."

Each rule consists of:

• Description match — text, regex, or fuzzy.
• Account allocation — one or many GL accounts with amounts or
  percentages.
• Auto-apply — let it run unattended, or surface in the UI for
  confirmation each time.

Rules evaluate on a scheduled job (configurable in Mint Settings)
and apply to any new Bank Transaction that matches. This is the
big-volume play: once your top 20 recurring transaction patterns are
ruled, the remaining transactions you reconcile interactively in Mint
are the genuinely-novel ones.

Mint Settings

Open Mint Settings in the awesomebar (single doctype) to control:

• Whether rules are auto-applied or require confirmation.
• The scheduler frequency for rule evaluation.
• Defaults for the matching tolerance (date proximity window, amount
  fuzziness).

Limitations

• No cross-currency in the UI. A USD invoice paid with INR can't
  be matched through Mint's interface. Create the Payment Entry in
  ERPNext directly, then match in Mint.
• AGPLv3 license. If you embed Mint into a derivative app and
  redistribute, AGPL applies. For internal company use, no
  obligations.
• Reads the same Bank Transaction data as ERPNext. Mint isn't a
  bank feed; it doesn't fetch transactions. Pair it with
  GoCardless Banking or a manual
  import.

Mint or Advanced Bank Reconciliation?

You don't have to choose. The two apps coexist on the same Bank
Transaction list:

• ABR's daily auto-reconcile clears the routine traffic — vendor
  payments matching their Payment Entries, salaries matching their
  Journal Entries — in the background.
• Mint is where you handle the rest: splits, rules for recurring
  inflows, judgement calls on partial payments.

A typical SMB month-end after both apps are running: ABR auto-clears
70–90% overnight; you spend 30 minutes in Mint clearing the rest.