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