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 the Mountains-specific considerations
Monitor Bank of the Mountains balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review Bank of the Mountains with real trend lines, balances, and history instead of checking Bank of the Mountains in isolation or rebuilding the same context each week.
Compare Bank of the Mountains with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from Bank of the Mountains changed liquidity, diversification, or total net worth across your broader financial picture.
Use Clarity as a Bank of the Mountains spending tracker that turns raw Bank of the Mountains 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 the Mountains visible next to the rest of your household finances so large changes from Bank of the Mountains are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
Tie Bank of the Mountains activity to budgeting reviews, subscription cleanup, and recurring expense decisions, which helps convert monitoring into clear follow-up actions whenever Bank of the Mountains starts moving in a way that deserves attention, explanation, escalation, or review.
