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
Betterment-specific considerations
Monitor Betterment holdings, allocation changes, dividend events, cost basis, and portfolio performance in one Clarity dashboard so you can review Betterment with real trend lines, balances, and history instead of checking Betterment in isolation or rebuilding the same context each week.
Compare Betterment with cash accounts, retirement accounts, crypto holdings, and household net worth, which makes it easier to explain whether activity from Betterment changed liquidity, diversification, or total net worth across your broader financial picture.
Use Clarity as a Betterment portfolio tracker that turns raw Betterment updates into a repeatable workflow for weekly portfolio reviews and month-end allocation checkups, rather than a one-off snapshot that is forgotten after a quick check.
Keep Betterment visible next to the rest of your household finances so large changes from Betterment are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
Tie Betterment activity to allocation reviews, dividend monitoring, and tax planning, which helps convert monitoring into clear follow-up actions whenever Betterment starts moving in a way that deserves attention, explanation, escalation, or review.
