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

Onboarding

Welcome modal for signed-in users, and empty states that teach the first import.

Welcome modal (signed-in)

After your first visit to an app route (not landing or docs), TrackIt may show a short welcome once per browser. It points you at adding an account and uploading a statement.

Welcome

Welcome to TrackIt, Jordan!

Let's get you set up in just 2 simple steps

Add a Financial Account

Connect your bank or credit card

Upload a Statement

Import transactions from a CSV file

Get started

Prefer a walkthrough? Read the docs

First-visit welcome: add an account, then upload a statement.

Transactions empty state

With zero transactions, the table area becomes a guided empty state: Add account, then Upload. Guests rarely see this because sample data is preloaded.

Empty transactions

Getting Started

No transactions yet

Add an account, then upload a bank or card CSV.

Add Account

Connect a bank or card

Add account

Upload statement

Import a CSV file

Upload statement

Read the docs

Same guided empty state chrome as the Transactions view.

When empty states appear

Empty when

Surface	Empty when
Transactions	No rows for the user (or all filtered out)
Analytics / Monthly	No spend in the selected window
Rules	No mappings yet (or filters hide all)
Connected accounts	None created, or all archived + hidden

Where guided empty chrome shows up across the app.

Tip

Prefer Quick start for the minute-by-minute path after onboarding.