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.

Project

Self-host and API pointers. Not a second ops manual.

Product docs stop here. For Docker Compose, TLS certs, environment variables, and REST endpoints, open the README page or the repository on GitHub.

Product docs

/docs on any frontend deployment (including local.trackit.com/docs).

Swagger UI

README

/docs/readme mirrors the repository README for setup and architecture.

Tip

Local Docker: product docs at local.trackit.com/docs, API docs at local.trackit.com/api/docs.