Workflow Guide
C
Workflow GuideRecurring Detection
How to Connect Coastal Equities for Recurring Detection
Identify subscriptions, recurring bills, and payment patterns from connected bank transaction history.
Implementation steps
- 1
Connect checking and credit accounts with at least 90 days of transaction history.
- 2
Review auto-detected recurring charges, subscriptions, and bill patterns by merchant.
- 3
Monitor month-over-month changes and flag new or increased recurring charges early.
Required evidence
- Subscription and bill identification
- Month-over-month trend monitoring
- New recurring charge alerts
Coastal Equities-specific considerations
- Monitor Coastal Equities balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review Coastal Equities with real trend lines, balances, and history instead of checking Coastal Equities in isolation or rebuilding the same context each week.
- Compare Coastal Equities with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from Coastal Equities changed liquidity, diversification, or total net worth across your broader financial picture.