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.

Core workflows

How a category is chosen, what similarity means, and when learning happens.

TrackIt does not call an LLM per CSV row. Categories come from deterministic mappings and similarity against your history. Full labels: Categories.

Category chip opens a dropdown with search, up to three suggestions (similarity / confidence / learned count), and the full list.
Needs review can Apply top suggestions (up to 25 rows, similarity floor about 0.55).
Import confirm can create or strengthen a merchant mapping when you override.

Suggestion rows

Dropdown-option layout: category dot, name, and similarity meta.

Learning side-effect

Bulk review and Rules Apply to Other are different tools for the same goal: fewer Other rows. See Needs review.