---
title: "Mint"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/integrations/reconciliation/mint"
updated: "2026-05-15"
---

# Mint

Mint is an open-source bank-reconciliation tool for ERPNext by
[The Commit Company](https://github.com/The-Commit-Company/mint).
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:
   ```bash
   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](../banking/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](../banking/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.