Buying a house together
Buying a house? Let Clarity guide the money side.
Keep the down payment, transfers, brokerage cash, and lender paperwork tied to one current picture.
So the next conversation starts with the real number, not a reconstruction.
Read-only personal finance workspace
Keep important money moments from slipping.
Clarity tracks your balances, records, deadlines, and life changes in one workspace so the next money decisions start from the right context.
See the workspace
A quick look at the workspace.
One read-only place for balances, activity, and the context behind the next money decision.
Whole picture
Balances, holdings, and recent transactions stay in one review flow.
Grounded answers
Questions stay attached to the source records behind them.
Read-only
Clarity helps organize and surface issues without moving money.
Life-event playbooks
Playbooks for the moments that get expensive to miss.
Tell Clarity what's happening. It turns on the right watchers, deadline checks, and reminders so the important parts stay visible.
Active playbook
Starting a new job — Acme Corp
Day 3 · 2/5
Next move
Review whether your 401(k) contribution pace still fits the yearly cap.
in 4d
Connect your new payroll account
Confirm your benefits enrollment date
May 30
Pick a 401(k) contribution rate
in 4d
Decide what to do with your old 401(k)
in 14d
First paycheck — Clarity will check it lands
Background watchers
A few things on the horizon
Next 60 days
Netflix went up to $17.99
BillHeads-up before it charges
today
Your next RSU vest
Vest84 shares - tax withholding check
in 5d
Car insurance renews soon
RenewalGeico — $1,184 for the next 6 months
in 28d
Property tax appeal window
DeadlineCloses in about 6 weeks
in 47d
- 01
Starting a new job
~30-day enrollment window~30-day enrollment window401(k) cap across employers, RSU vest under-withholding, ISO AMT clock, HSA & ESPP windows.
- 02
Buying a house
Post-close clock from day of signingPost-close clock from day of signingWire watch, PMI removal window, homestead exemption deadline, property-tax appeal window.
- 03
Exercising stock options
AMT on a calendar-year clockAMT on a calendar-year clockISO AMT modeling against actual income, 1-year LTCG clock, 2-year ISO clock, 83(b) window.
- 04
Receiving an inheritance
Stepped-up basis windowStepped-up basis windowBasis tracking from day of inheritance, inherited-IRA RMD rules, estate-tax deadlines.
- 05
Expecting a baby
30-day dependent-add window30-day dependent-add windowHealth-plan dependent deadline, dependent-care FSA, 529 setup with the right beneficiary.
- 06
And six more
Married · Retiring · Business · School · Selling · LeavingMarried · Retiring · Business · School · Selling · LeavingEvery life event Clarity covers has its own playbook with its own deadlines and watchers.
Set up Clarity
$1 for 7 days · 30-day money-back guarantee · Cancel anytime
Workflows for real life
Money gets stressful when the moving parts are split across places.
That is the job Clarity takes on: keep the balances, records, deadlines, and explanation tied together so a normal life event does not turn into a reconstruction project.
Balances and source records stay attached to the same review.
Partner, lender, or CPA questions start from context instead of memory.
Read-only connections keep the system useful without turning it into custody.
New job, equity attached
Starting a new job? Keep equity and cash in sync.
Clarity keeps the records straight before the first vest hits.
A new person changes the math
Expecting a baby? Keep the financial changes visible.
Clarity keeps the money side effects visible without turning life into admin.
Family money gets complicated
Handling an inheritance? Start from a clean record.
Clarity helps preserve the record before it becomes a reconstruction.
Comp changes faster than the paperwork
Comp changing fast? Keep equity decisions grounded.
Clarity keeps the moving pieces clear while the job still feels new.
Connect. Configure. Watch. Decide.
Clarity turns the moving parts into a short list of what needs attention, without moving money or changing accounts.
Connect the places money lives
Every place your money lives, on one ledger.
Connect banks, brokerages, retirement accounts, crypto exchanges, wallets, and spreadsheets. Add the manual pieces too. Clarity keeps balances, transactions, holdings, and notes in one place, so Monday's question does not start with twelve tabs.
See the ledgerTransactionsLast 30 days · 27 synced accounts
All1,247Banks412Brokerages318Crypto367Wallets150
Coinbase
Crypto buy · BTCCoinbase
($2,400.00)
Apr 27
RSU Vest — NVDA
Income · EquitySchwab
$12,840.00
Apr 26
Aave
Income · Aave USDCWallet
$42.18
Apr 26
Direct Deposit — Employer
Income · SalaryChase Checking
$8,420.00
Apr 25
Whole Foods
Food & DiningAmex Plat
($94.18)
Apr 25
Kraken
Crypto sell · ETHKraken
($488.00)
Apr 24
Vanguard 401(k)
Contribution · VTSAXVanguard
($1,200.00)
Apr 24
Netflix
SubscriptionChase Checking
($22.99)
Apr 23
Showing 8 of 1,24727 accounts in sync
Watch what can slip
Small issues surface before they become cleanup.
Recurring charges, uncategorized transactions, stale connections, deadline windows, and account changes show up as short review items with the source and context attached.
See what gets flaggedReview3 items this week
Review item
2 uncategorized transactions
An ACH transfer and one card charge still need labels before this month's spend view is fully clean.
Open transactions · Review
Recurring detected$22.99/mo
Netflix looks like a monthly charge
Three recent charges match a recurring pattern. Confirm it once and Clarity can keep it in the recurring view.
Open recurring · Confirm pattern
Reconnect needed
Chase checking stopped syncing
Last sync was two days ago. Balances and transactions stay visible, but a reconnect is needed to refresh new activity.
Reconnect account · Review
Show up prepared
Keep cleaner records before anyone asks.
Clarity keeps the history behind holdings, tracks tax documents and realized disposals, and shows export readiness across accounts. Your CPA or tax software still does the filing; you bring a cleaner packet.
See record prepTaxes · 2026Packet readiness across 6 venues
Review items
2
Disposals
24
Docs on file
6
Packet status
Ready
WorkflowStatusAction
1099-DIV and 1099-INT2 docs
Schwab · Apr 26
Ready
Review
Capital gains export24 rows
Coinbase · CSV
TXF
Ready
1099-DA reconciliation1 form
Kraken · Matched
0 gaps
Ready
Packet handoffZIP + PDF
Wallet · Preview
Export
Ready
ExportsPacket (.zip)TXF exportForm 8949 CSVTax summary PDF
The questions are personal
The answer should come from your records, not memory.
People do not open a finance workspace because they want another dashboard. They open it because something changed, someone asked, or a deadline is coming up.
Clarity is strongest when one person is informally carrying the household back office: the balances, the transfers, the tax folder, and the explanation that goes with it.
When your partner asks
Can we actually make the down payment?
Cash, brokerage, transfers, card balances, and recurring spend in one place.
When your CPA asks
Where did this cost basis come from?
Brokerage lots, exchange fills, wallet transfers, forms, and exports kept together.
When cash feels off
Why did net worth rise while checking dropped?
Vesting, contributions, card payments, transfers, and subscriptions tied back to the ledger.
When old accounts resurface
Do we still have money sitting there?
Dormant accounts, stale balances, manual assets, and cleanup notes visible in one workspace.
Built for couples
The shared money picture stays clear for both of you.
Clarity helps couples run the household money side together. It keeps accounts, transfers, bills, documents, deadlines, and life-event context in one read-only workspace so both partners can understand where things stand and what needs attention next.
One shared household view
See joint and individual accounts, recurring bills, cash, debt, and transfers in one place so both partners are looking at the same numbers.
Partner check-ins get easier
Use Clarity to prep for weekly money check-ins, big purchases, tax conversations, and "where do we stand?" moments without rebuilding the picture first.
Deadlines, records, and money tasks stay attached
Keep tax documents, lender paperwork, account notes, upcoming deadlines, and life-event to-dos tied to the real account context both of you need.
Read-only connectionsAES-256 at restTLS 1.2+ in transitNot investment, legal, or tax advice
Priced like software. Not a percentage of your portfolio.
One workspace for net worth, recurring spend, cross-account questions, and exports — instead of five tools.
Good fit
- You want one weekly place for net worth, spending, taxes, and portfolio questions.
- You have accounts across banks, brokerages, exchanges, and wallets.
- You'll actually use AI Q&A, exports, or tax docs each month.
Most popular
Clarity Pro
For one person consolidating a personal stack into one balance sheet.
$19/mo
Start for $1 · 7 days
$19/mo billed monthly — or $15/mo on annual
Start with the bundled connections. Need more? +$2/mo per extra bank, +$1/mo per extra wallet.
Try Pro for $1
$1 for 7 days, then $19/mo or $179/yr. Cancel anytime.
- One workspace: cash flow, net worth, taxes, portfolio
- 5 banks/brokerages + 5 wallets + unlimited crypto exchanges (CCXT)
- 200 AI messages/mo with cited transactions
- Recurring-charge detection · 1099 / W-2 OCR
- PDF + CSV exports · 30-min sync · manual entries
Clarity Wealth
For households running accounts across multiple holders.
$37/mo
$37/mo billed monthly — or $29/mo on annual
Start with the bundled connections. Need more? +$2/mo per extra bank, +$1/mo per extra wallet.
Start with Wealth
Use it for 30 days. If it does not earn its keep, get a full refund.
- Everything in Pro, sized for households and multi-holder setups
- 15 banks/brokerages + 10 wallets — room for trusts and account sprawl
- 800 AI messages/mo — 4× Pro
- Household-wide view of every account
See full comparisonHide full comparison
| Feature | Pro · $19/mo | Wealth · $37/mo |
|---|---|---|
| Banks & brokerages | 5 included, then +$2/mo each | 15 included, then +$2/mo each |
| Crypto wallets | 5 included, then +$1/mo each | 10 included, then +$1/mo each |
| Crypto exchanges | Unlimited (CCXT) | Unlimited (CCXT) |
| AI chat messages / month | 200 | 800 (4× Pro) |
| Sync cadence | 30-min priority sync | 30-min priority sync |
| Tax doc parsing (1099/W-2) | Yes | Yes |
| Exports (PDF + CSV) | Yes | Yes |
| Planning, tax, retirement, budgeting | All included | All included |
| 30-day money-back guarantee | Yes | Yes |
Read-only connections · 30-day money-back guarantee · Cancel anytime
Straight answers before you connect your money.
Who it's for, what you're approving, how it compares, and where Clarity stops.
Clarity is for people who make good money but still end up stitching the picture together by hand. A few bank accounts, multiple brokerages, an old 401(k), crypto exchanges or wallets, a household spreadsheet, tax records you will need later — that's the point where ordinary spending trackers start to feel too light. Clarity puts the full picture on one read-only ledger so you can see what changed without opening twelve tabs. Workspace tour.
Keep your CPA or tax software. Clarity helps with the messy part that happens before filing: preserving the history behind holdings, following assets across brokerages, exchanges, and 40+ chains, checking for tax records that do not match your activity, and exporting cleaner Form 8949 / Schedule D / Form 6781 context. The goal is not to replace a professional. It is to stop handing them a 12-tab reconstruction project. Compare side by side.
Keep the whole picture together
Stop missing what needs attention.
Connect the accounts and tell Clarity what is happening in your life. It keeps watch over balances, records, deadlines, and changes so the next decision starts with context.
Read-only connections · AES-256 at rest · TLS 1.2+ in transit