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

Theme toggle, Google, guest, and launch when you already have a session.

The landing page is public. It is the only place you need to be before guest or Google access. Product docs at /docs are also public.

Landing

Personal finance

Your money, in playful clear blocks.

Continue with Google Continue as guest

Brand hero with Google and guest CTAs; theme toggle sits top-right of the page.

Control	What it does
Theme toggle	Light / dark before you enter the app.
Continue with Google	Google Identity button. Needs VITE_GOOGLE_CLIENT_ID.
Continue as guest	Loads sample accounts and transactions locally.
Launch Dashboard	Shown when you already have an auth or guest session.
Read the docs	Opens /docs (this documentation).

Theme, Google, guest, launch, and docs entry points on the public landing page.

Watch out

If the Google button is missing, the client ID env var is unset. See Troubleshooting.