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
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How to Connect First Central Bank (Arapahoe, Cambridge, Edison, McCook, and Curtis) - Personal; Arapahoe, Cambridge and Edison for Spending Analysis | Clarity
