ClarityTrack Personal debt payoff tracking
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Tip: You can also ask Clarity this question directly inside the app.
Entry point: Ask Clarity in the command center

Financial assessment

The financial assessment is Clarity's full monthly review: net position for the month, the six-month spending trend, top categories, your fixed-obligations floor against income, the discretionary margin after committed costs, and one specific insight in dollar terms. It keeps two data sources honest and separate: what your connected banks captured, and the fixed obligations you told ClarityTrack about.

How to get it

Ask Clarity for it any time: "Give me my full financial assessment", "assess my finances", or "how am I doing this month?". The answer renders as cards in the conversation.

The first time you open ClarityTrack in a new calendar month, the opening briefing IS the full assessment, so every month starts with the complete picture. Every other day the opening briefing stays short. You can turn the opening briefing off entirely in Settings under Default views, or just tell Clarity "turn off the opening briefing".

What it is not

It is not a credit report, a score, or financial advice from a licensed advisor. It is a computed review of your own connected and entered data.

See also