Merchant Categorizer
Planned migration from the local Rocket Money tools.
First things first
Add Klarity to your Home Screen
Install Klarity before signing in so your app session starts in the right place.
Sign in
Only approved Google accounts can open this workspace.
Demo mode
Sample data only. Household records are not loaded.
Current household picture
Home
What changed, what matters now, and what needs a decision.
Keep Klarity on your Home Screen
Open it like an app and return to the household picture in one tap.
Schedule
Today and ahead
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Spending
Current household plan
Budget room, pending activity, and known larger purchases.
Recent updatesPublished planning and verified Monarch work.
Claims
Claims
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Reviews
Waiting on you
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The family calendar
Schedule
What is happening today and what is coming next.
Loading shared calendars...
Household inbox
Review
Decisions waiting on you, work in motion, and the supporting reference views.
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Assets and Debts
Sections correspond to Drive folders. Cards are individual line items.
Needs review
0/0
Current month
What can I spend?
A practical view of the budgets already in Monarch.
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How this view works
Your voice in the plan
Talk to Klarity
Ask a question, flag what is not working, or suggest what this view should do next.
Planned irregular spending
Big Plans
Trips, projects, bills, and larger purchases worth deciding on early.
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Latest 30 credited items
Amazon Returns
What went back, when it was purchased, and when the credit was issued.
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How this list works
Reimbursement tracking
Claims
What is in motion, what response is expected next, and the complete supporting record.
Loading reimbursement claims...
In motion
Submitted claims, appeals, reprocessing, and anything awaiting a response.
Completed
Processed and paid claims retained with their supporting links.
FastCat
Shared transaction review for Russ and Carly.
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Household tools
Household utilities and shared data requests.
Data updates
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Amazon Categorizer
Planned shared review flow for household purchase categorization.
Budget Fit
Planned post-disclosure household finance workspace.
Security posture
Structured data only. Bank statements and source documents stay in Drive.
- Authentication
- Google sign-in only
- Data model
- Firestore metadata, status, and Drive URLs
- Supporting files
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Google Drive folder: clarity-ketchum/assets_and_debts
Creates section folders, writes README.md files, and refreshes section ledgers.
- Demo mode
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Reloads Klarity with sample data and does not load household records.
- Debug mode
- Flex test data
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Removes Klarity-owned Flex plans and assignments from the Flex calendar and clears the Firebase function cache.
- Welcome guide