Confirm all relevant accounts are connected and synced through the current tax year.
2
Review cost basis calculations (FIFO) and flag wash sale adjustments where applicable.
3
Export transaction summaries and gain/loss reports for tax filing or advisor handoff.
Required evidence
Cost basis calculation (FIFO)
Capital gains and loss summaries
Transaction export for tax filing
Bank of Delight-specific considerations
Monitor Bank of Delight balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review Bank of Delight with real trend lines, balances, and history instead of checking Bank of Delight in isolation or rebuilding the same context each week.
Compare Bank of Delight with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from Bank of Delight changed liquidity, diversification, or total net worth across your broader financial picture.
Use Clarity as a Bank of Delight spending tracker that turns raw Bank of Delight updates into a repeatable workflow for weekly cash flow reviews and month-end budget checkups, rather than a one-off snapshot that is forgotten after a quick check.
Keep Bank of Delight visible next to the rest of your household finances so large changes from Bank of Delight are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
Tie Bank of Delight activity to budgeting reviews, subscription cleanup, and recurring expense decisions, which helps convert monitoring into clear follow-up actions whenever Bank of Delight starts moving in a way that deserves attention, explanation, escalation, or review.
