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Clarity

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2026

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Workflow Guide

Spending Analysis

How to Connect Ellis for Spending Analysis

Classify merchant activity, recurring charges, and category trends for daily cash-flow control.

Create free account View Ellis integration

Implementation steps

1

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

Ellis-specific considerations

Monitor Ellis balances and cash movement in a single timeline.
Review Ellis merchant spending with category and trend context.
Track recurring Ellis bills and transfers month over month.

Related pages

Ellis coverage snapshot Ellis institution detail Troubleshoot sync issues

How to Connect Ellis for Spending Analysis | Clarity