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.

Settings

Drawer navigation, Transactions FAB, and the docs Browse disclosure.

Nav drawer

Hamburger opens routes. Prefer it over cramped top tabs.

Transactions FAB

Expands to upload, export, add account, refresh, theme.

Browse docs

Docs sidebar collapses into a disclosure on small screens.

Mobile chrome

TrackIt

AllCardsBankReview

COSTCO WHOLESALE...

Mar 12 · -$186.40 · Groceries

Abbreviated tabs fit the phone frame; live labels are Credit Cards / Bank & Savings / Needs review.