Tag bank accounts by context

If one bank account is used for more than one purpose (personal spending + a side business through the same checking account), you can tag each connected account with a context like Personal, RH Consulting, or any custom label. Transactions inherit the tag automatically. To set it, open the Banks tab, find the account, click the chevron, and pick a context.

How to do it

1. From the Dashboard, click the Banks tab.
2. Find the account you want to tag.
3. Click the chevron icon (or three-dot menu) next to the account name.
4. Pick a context from the dropdown. The default options include Personal, RH Consulting, HOASaaS, ChemoHarmony, and JungleCats. You can also create your own.
5. Save. The context applies to every transaction in that account, past and future.

Why this matters

Without contexts, every transaction in a mixed-use account looks the same to ClarityTrack. With contexts, you can filter the Transactions tab to a single context, see business-only totals separately from personal, and ask Clarity questions like "how much did I spend on RH Consulting this month" without manually picking transactions.

Common questions

Can a single transaction have a different context than its account?

Yes. Open the transaction detail and set a context override. Useful when one specific transaction in a mostly-personal account belongs to a business (or vice versa).

Do contexts affect billing or features?

No. Contexts are a presentation and filtering tool. They do not change anything about your subscription, your debt payoff projections, or how Plaid syncs the data.

Can I rename or delete a context I created?

Yes. The Context Manager (also reachable from Banks tab) lets you rename, delete, or merge contexts. Deleting a context unsets it on every account that was using it; transactions revert to the unfiltered view.