TrackIt Automation
Agent
Chat grounded in your accounts and transactions, with evidence and suggestions.
Sign-in required
Guest users see an empty desk. Send / New chat opens the sign-in modal.
Agent desk
Chats
Spend Mar
Groceries?
You spent about $2,140 last month. Top category: Restaurants & Dining.
Suggested category changes
COSTCO WHOLESALEOther→Groceries
Matches your Costco grocery history (6 uses).
AcceptDismiss
Evidence
| Date | Description | Category | Amount |
|---|---|---|---|
| 2026-03-12 | TACO TUESDAY LEGEND EDITION | Restaurants & Dining | -$42.00 |
| 2026-03-09 | COSTCO WHOLESALE | Groceries | -$186.40 |
| 2026-03-07 | NIKE LEBRON XXIII PREORDER | Shopping & Retail | -$240.00 |
Basics
- Provider picker when multiple LLMs are configured (empty thread)
- New chat, sidebar history, delete conversation
- Starter prompts on empty state
- Markdown answers, evidence transaction tables
- Accept / Dismiss category suggestions on messages
Example prompts
Spend last month
"What did I spend last month?"
Category trend
"How are groceries trending?"
Merchants
"Top merchants this quarter"
Earn vs spend
"Earn vs spend overview"
Uncategorized
"Show uncategorized transactions"
Watch out
If Agent never loads providers, the server may be missing Gemini/Groq keys. See Troubleshooting.