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

Terms used across the product and these docs.

Key terms

Term	Meaning
Debit side	Bank & Savings transactions tab
Credit side	Credit Cards transactions tab
Other	Uncategorized / needs review
Rule / mapping	Merchant pattern → category
Similarity	How close a suggestion is to the description
Period	Analytics window (N months or custom days)
Month	Calendar month on the Monthly view
Apply to Other	Rewrite matching Other rows using a rule
Needs review	Queue of Other transactions
Guest mode	Local sample session without Google

Quick definitions you will see in Transactions, Rules, Analytics, and Agent.

Concepts

Accounts, sides, Other, and learning.

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