View your recent transactions

To see your recent bank transactions, click the Transactions tab from the Dashboard. You can search by merchant, filter by category or context, and tap any transaction to see its details.

How to do it

1. From the Dashboard, click the Transactions tab.
2. The full transaction list appears, most recent first.
3. Use the search box to filter by merchant or description.
4. Use the context filter to scope to Personal, RH Consulting, ChemoHarmony, or any other context you have set up.
5. Use the date range picker to focus on a specific period.
6. Click any transaction to view details and add notes.

What gets shown

• Date and merchant name
• Amount (positive = money out, negative = money in)
• Category (Plaid's Personal Finance Category tag)
• Account name and institution
• Context tag if assigned

Common questions

Why does my Plaid bank account not show transactions?

Two common reasons:

1. The bank connection is new and is still in the first sync (usually finishes within a few minutes). Wait and refresh.
2. The Plaid connection expired. Check the Banks tab for a Reconnect badge.

How do I categorize a transaction differently from what Plaid suggested?

Open the transaction detail and update the category. Your override stays in place for that transaction. ClarityTrack also remembers similar transactions from the same merchant going forward.

Can I ask Clarity about my transactions?

Yes. Ask things like "what did I spend at Amazon last month?" or "how much did I spend on groceries this week?" Clarity reads from the same transaction data.

What is a context tag?

Context lets you split a single bank account across multiple business or personal entities. Useful if you run a consulting business out of the same checking account as your personal spending. Set up contexts from the Banks tab using the per-account context picker.