Transactions
Articles about transactions in ClarityTrack.
Mark a bank transaction as a debt payment
How to flag a Plaid transaction as a payment toward a specific debt so ClarityTrack credits it automatically.
Split a bank transaction
How to divide a single bank charge into multiple labelled portions in ClarityTrack.
Track fixed monthly obligations (rent, insurance, and bills your bank does not flag)
How to record committed monthly costs ClarityTrack cannot see from bank data alone, and why they matter for your financial picture.
View your recent transactions
How to view, filter, and search recent bank transactions in ClarityTrack.
Add a note to a transaction
How to add private notes or a context override to a Plaid bank transaction in ClarityTrack.
Categorize and tag transactions
How to change the category of a bank transaction in ClarityTrack and how the categorization carries forward to similar transactions.
Find a debt payment you forgot to log
How to find a real bank transaction that looks like a debt payment but was not linked to any debt in ClarityTrack.