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.

Automation

From import override to future automation, Apply to Other, and Agent suggestions.

Before

MAR12

Mar 12, 2026

Thu

COSTCO WHOLESALE

Before: landed on Other

-$186.40

Expense

Other

Weak or new merchants often land on Other until you confirm.

Learn

1 · You confirm

Set category to Groceries

Override on import preview or the table chip.

2 · Mapping saved

COSTCO WHOLESALE → Groceries

Later imports and Apply to Other reuse this rule.

Confirm once; the mapping saves for later imports and Apply to Other.

Guest mode

In guest mode the loop runs against in-browser sample data only.