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Clarity

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2026

1

Workflow Guide

Spending Analysis

How to Connect 1st Source Bank - BBO Treasury for Spending Analysis

Classify merchant activity, recurring charges, and category trends for daily cash-flow control.

Create free account View 1st Source Bank - BBO Treasury integration

Implementation steps

1
Connect the institution and confirm account scopes for transaction syncing.
2
Normalize transaction categories, recurring merchants, and transfer mappings.
3
Run weekly exception reviews for large merchant shifts and category drift.

Required evidence

Merchant-level transaction visibility
Recurring charge identification
Category trend and variance monitoring

1st Source Bank - BBO Treasury-specific considerations

Monitor 1st Source Bank - BBO Treasury balances and cash movement in a single timeline.
Review 1st Source Bank - BBO Treasury merchant spending with category and trend context.
Track recurring 1st Source Bank - BBO Treasury bills and transfers month over month.

Related pages

1st Source Bank - BBO Treasury coverage snapshot 1st Source Bank - BBO Treasury institution detail Troubleshoot sync issues

How to Connect 1st Source Bank - BBO Treasury for Spending Analysis | Clarity