Question 1

Do I need an account?

Accepted Answer

No. Continue as guest to explore seeded demo data. Sign in with Google when you want your own CSV imports and Agent chat saved to your account.

Question 2

Which banks work?

Accepted Answer

Import CSVs from Wealthsimple, Amex, CIBC, RBC, and BMO. Create an account per institution, then upload one or more statement files.

Question 3

How does categorization work?

Accepted Answer

TrackIt combines learned merchant rules, history, and fuzzy matching. You can correct categories, apply rules to Other, and improve future imports.

Question 4

Is my data private?

Accepted Answer

Signed-in data is scoped to your user on the API. Guest mode stays in the browser session and does not upload statements.

TrackIt

Your money, in playful clear blocks.