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.

Getting started

Demo walkthrough

Video plus a concrete click-path through guest sample merchants.

Video

Demo

Prefer a new tab? Open on YouTube.

Mute-friendly walkthrough of the main surfaces.

Guest click-path

1
From landing, Continue as guest.
2
Open Analytics. Change period, click a category bar, then View transactions.
3
Open Transactions → Needs review and inspect Other rows.
4
Open a category dropdown and note similarity suggestions.
5
Open Rules. Try filters and open Apply to Other on a mapping.
6
Open Account. Flip theme and browse preferences (page size default lives here).

Merchants to notice

Sample ledger

MAR12

Mar 12, 2026

Thu

COSTCO WHOLESALE (12 GALLON WINE)

-$186.40

Expense

Groceries

MAR09

Mar 09, 2026

Mon

TACO TUESDAY LEGEND EDITION

-$42.00

Expense

Restaurants & Dining

MAR07

Mar 07, 2026

Sat

NIKE LEBRON XXIII PREORDER

-$240.00

Expense

Shopping & Retail

MAR03

Mar 03, 2026

Tue

UNKNOWN POS: DEFINITELY NOT A FLOP

-$28.50

Expense

Other

Guest seed merchants in the real Transactions table grid.

Sample rules

MERCHANT

Normalized pattern

Guest accounts

Seeded institutions with brand logo tiles.

Guest mode

From landing, choose Continue as guest, then follow the steps above. For blocked actions, see Guest vs signed-in.

Demo walkthrough

Video

Guest click-path

Merchants to notice

Sample rules

Guest accounts

Akron Everyday Chequing

Mamba Card

Ring Count Savings