Plan
Articles about plan in ClarityTrack.
Add a financial goal
How to add a financial goal in ClarityTrack - the six goal types and what each one tracks.
Get an AI spending forecast
How to ask Clarity for an AI-powered prediction of your spending next month by category.
Set your monthly payoff target
How to set a monthly target for debt payments in ClarityTrack and use it to stay on track.
Check your investment portfolio
How to ask Clarity about your connected brokerage holdings, allocation, and an Investment Mix goal.
Financial assessment
What the financial assessment is, how to ask Clarity for it, and how the monthly deep briefing works.
Set a custom payoff priority
How to override the avalanche or snowball order and tell ClarityTrack which debt to pay off first.
Set milestones on a goal
How to add, view, and remove progress milestones on a financial goal in ClarityTrack.
Understanding your projected debt-free date
How ClarityTrack calculates your projected debt-free date and why the real date is usually a few months later.
Edit a financial goal
How to update or delete an existing financial goal in ClarityTrack.