Do I need an account?

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.

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

How does categorization work?

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

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

Settings

Profile, details, and device-local defaults that shape the rest of the app.

Name, email, member since, connected account count. Guests see a demo card and a Sign in CTA instead of a real Google profile.

Preferences

Theme

Light / dark

Dark

Items per page

Default list size

Hide archived accounts

Connected list filter

Canvas rows match the live Account preference controls.

Group	Controls
Appearance	Theme; currency display ($ / CAD / narrow)
Navigation	Home after sign-in; default transactions tab
Lists	Page size; analytics period 3/6/12; sort fields; rules usage filter
Behavior	Hide archived accounts; confirm deletes
Reset	Reset to defaults restores the factory preference set

Appearance, navigation, lists, behavior, and reset on Account.

Tip

Changing items-per-page on a table does not rewrite the Account page size preference. Clear filters restores the preference default on purpose.