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

Import statements

Multi-file CSV wizard from select through confirm and results.

Sign-in required

Upload is blocked in guest mode.

End-to-end flow

1
Files
One or many CSVs
2
Account
Per-file override
3
Preview
New / dupes / Other
4
Confirm
Import + learn

Preview filters

Row filters

AllNew onlyDuplicatesUncategorized

Segmented toggles match UploadDialog preview chrome.

Toggle rows on or off, change categories before import, or run Suggest all Other to fill weak rows from history. Multi-file uploads can target different accounts per file.

Parse & Preview

Include	Date	Description	Amount	Category	Status
✓	2026-03-12	COSTCO WHOLESALE #4521	-$186.40	Groceries	New
✓	2026-03-11	PAYROLL DEPOSIT ACME	+$3,200.00	Salary & Income	New
✓	2026-03-10	UNKNOWN POS: DEFINITELY NOT A FLOP	-$28.50	Other	New
✓	2026-03-08	TACO TUESDAY LEGEND EDITION	-$42.00	Restaurants & Dining	Duplicate

Same bordered preview table as UploadDialog: include, category chip, New/Duplicate status.

Learning side-effect

When you confirm and override an auto category, TrackIt can learn a merchant mapping for next time. See Learning loop.

Results

The done screen shows imported and skipped counts. Choose Upload more or Done to return to Transactions.

Done

Import complete

Added 96 · Skipped 32 duplicates

Mint completion card from the import wizard.