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.

Reference

Categories

Lifestyle-tight taxonomy used across chips, rules, analytics, and Agent.

Categories share one color system everywhere. Chips below use the same badge classes as Transactions and Rules. Other is the Needs review catch-all.

Category chips

GroceriesRestaurants & DiningShopping & RetailSubscriptionsSalary & IncomeOther

Solid pastels in light; cool glass chips in dark.

Full taxonomy

Salary & Income

Paycheques and primary income

Refunds & Cashback

Refunds, rebates, cashback

Groceries

Supermarkets and grocery delivery

Restaurants & Dining

Restaurants, cafes, takeout

Transportation & Gas

Fuel, transit, rideshare

Utilities & Bills

Hydro, water, similar bills

Phone & Internet

Mobile and ISP

Insurance

Insurance premiums

Health & Personal

Pharmacy, clinics, personal care

Education

Tuition, courses, school fees

Shopping & Retail

General merchandise

Entertainment

Streaming leisure, events, hobbies

Travel & Vacation

Flights, hotels, trips

Subscriptions

Recurring software/media subs

Credit Card Payment

Paying a card balance

ATM & Cash

Cash withdrawals

Internal Transfer

Moves between your accounts

Investment

Brokerage and investment flows

Savings Deposit

Transfers into savings

Other

Uncategorized / needs review

Every lifestyle label with the live badge palette.

Tip

Stuck on Other? Needs review and Rules are the cleanup tools.