TrackIt

Core workflows

Accounts

Create, rename, archive, and target imports to the right institution.

Sign-in required

Creating accounts is blocked in guest mode.

Create wizard

  1. 1

    Type

    bank / savings / credit_card

  2. 2

    Institution

    Logo picker

  3. 3

    Details

    Name, number, currency

Institution picker
CIBC
Wealthsimple
American Express
RBC
BMO
Brand tiles match the live create-account dialog.
Connected accounts

Akron Everyday Chequing

CIBC · bank · ****4521 · CAD

Active
RenameArchive

Ring Count Savings

Wealthsimple · savings · ****8802 · CAD

Active
RenameArchive

Mamba Card

American Express · credit_card · ****1005 · CAD

Active
RenameArchive

Everyday Visa

RBC · credit_card · ****3310 · CAD

Active
RenameArchive

BMO Chequing

BMO · bank · ****7742 · CAD

Active
RenameArchive
Guest seed includes CIBC, Wealthsimple, Amex, RBC, and BMO.

Manage existing

  • Rename: inline edit the display name.
  • Archive / Restore: archived accounts can be hidden via Account preferences.
  • Empty connected list: prompts you to add the first account before upload.

Worked example

Add a CIBC chequing account named "Everyday", number ending 4521, currency CAD. Then upload that bank's CSV with the account selected in the wizard.

Tip

Institution list and types: Institutions.