Track all your money in one place.
Clarity
Track spending, net worth, investments, taxes, and crypto across banks, brokerages, cards, exchanges, and wallets.
- Read-only connections
- 14-day free trial
- No credit card required
- 12,000+ institutions
- Read-only account connections
- Bank-grade encryption
Need a narrower starting point? Try money tracking, personal finance for investors, or all-account tracking.
Category Tour
One product across the three jobs people usually split apart
Review the money-tracking layer, the investor layer, and the planning layer without bouncing between different tools.
Showing Dashboard. Auto-advance every 5 seconds.
How It Works
From scattered accounts to a usable money system
The setup is quick, but the point is deeper: one place to track, understand, and plan.
Connect
Connect banks, brokerages, cards, exchanges, and wallets in read-only mode so the full system starts from real data.
Understand
Transactions, balances, holdings, recurring bills, and portfolio data resolve into one operating view instead of five separate apps.
Act
Use AI chat, exports, forecasts, and planning workflows to decide what to do next without rebuilding spreadsheets.
Connect
Connect banks, brokerages, cards, exchanges, and wallets in read-only mode so the full system starts from real data.
Understand
Transactions, balances, holdings, recurring bills, and portfolio data resolve into one operating view instead of five separate apps.
Act
Use AI chat, exports, forecasts, and planning workflows to decide what to do next without rebuilding spreadsheets.
Integrations
If you have an account there, we connect to it
12,000+ banks & brokerages · 100+ crypto exchanges · 50+ blockchains
One place to review everything
Most finance apps split spending, investing, crypto, and taxes across separate tools.
Clarity keeps the core review loop in one coherent workspace.
Verify current details on each provider's site.
Pricing
One plan.
All core features included.
Included
Keep the core workflow in one place.
- Net worth, spending, investing, and taxes in one place
- Search, recurring tracking, and AI assistance
- Cost basis, tax exports, and crypto support
$99/yr — save 31%
14-day free trial
- Everything included from day one
- Read-only account connections
- Cancel anytime in settings
No credit card required
FAQ
Common Questions
Straight answers on privacy, setup, pricing, and account coverage.
We never store your login credentials. All connections are read-only and protected by 256-bit encryption. We don't sell, share, or monetize your data — you pay for the product, not with your privacy. Read our Privacy Policy.
You connect each institution through Plaid's secure flow. Clarity receives tokenized, read-only access to balances and transactions so your dashboard stays up to date without manual uploads.
Get Started
See everything clearly. Then decide.
The next step is to connect your accounts and verify the dashboard with your own data before you decide.
- Setup in about 2 minutes
- No credit card required
- Cancel anytime
14 days free · Read-only connections · Cancel anytime
