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