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
Public-specific considerations
Monitor Public holdings, allocation changes, dividend events, cost basis, and portfolio performance in one Clarity dashboard so you can review Public with real trend lines, balances, and history instead of checking Public in isolation or rebuilding the same context each week.
Compare Public with cash accounts, retirement accounts, crypto holdings, and household net worth, which makes it easier to explain whether activity from Public changed liquidity, diversification, or total net worth across your broader financial picture.
Use Clarity as a Public portfolio tracker that turns raw Public updates into a repeatable workflow for weekly portfolio reviews and month-end allocation checkups, rather than a one-off snapshot that is forgotten after a quick check.
Keep Public visible next to the rest of your household finances so large changes from Public are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
Tie Public activity to allocation reviews, dividend monitoring, and tax planning, which helps convert monitoring into clear follow-up actions whenever Public starts moving in a way that deserves attention, explanation, escalation, or review.
