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

Guest vs signed-in

What each mode can do, and how to leave guest mode.

Guest mode is a local demo session with seeded merchants (COSTCO, NIKE LEBRON XXIII, TACO TUESDAY, and friends). Signed-in mode talks to your TrackIt API user.

Guest

Browse + tinker

Analytics, Monthly, Rules edits, category chips. No upload, create account, or Agent.

Signed-in

Full product

Imports, real persistence, Agent when providers are configured on the server.

Allow / block matrix

Allow / block

Action	Guest	Signed-in
Browse Analytics / Monthly / Transactions / Rules	Yes	Yes
Change categories, edit rules	Yes (local sample)	Yes (your data)
Rename / archive accounts	Yes	Yes
Upload CSV	Blocked (sign-in modal)	Yes
Create account	Blocked (sign-in modal)	Yes
Agent chat	Blocked (sign-in modal)	Yes (if keys set)

Blocked actions open the guest sign-in modal instead of failing silently.

Guest can browse and tinker locally; upload, create account, and Agent need Google.

Sign-in modal

Sign in to continue

Uploads and Agent need a Google account.

Keep exploringSign in with Google

Upload, Add account, and Agent all funnel here in guest mode.

Exit guest

1
Use Exit guest / Sign in on the guest banner, or
2
Open Account and choose Sign in with Google, or
3
Trigger a blocked action and complete the modal.

Guest mode

Guest learning (rules, category edits) lives in the browser session mock. It is not your production database.