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.
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.