Banks
Articles about banks in ClarityTrack.
Connect a bank account
How to connect a bank, credit card, or brokerage account to ClarityTrack via Plaid for automatic transaction tracking.
Disconnect a bank account
How to disconnect a bank account from ClarityTrack and stop transaction sync.
Reconnect a bank after Plaid asks you to sign in again
How to reconnect a bank account in ClarityTrack when Plaid shows a Reconnect badge after your bank password changed or the connection expired.
Tag bank accounts by context
How to assign per-account contexts (personal, business, or anything else) to keep transactions split cleanly when one bank account spans multiple ventures.