TrackIt

Getting started

Overview

TrackIt turns statement CSVs into categorized spend you can filter, chart, and automate.

New

Product docs live in the app now. Skim the changelog or follow the demo walkthrough with guest sample data.

Import bank and credit-card CSVs, confirm categories, learn merchant rules, and explore spend in Analytics and Monthly. Sign in with Google to keep your own data, or Continue as guest to poke around with a seeded demo (no upload, no Agent).

Seeded institutions
CIBC
Wealthsimple
American Express
RBC
BMO
Guest mode uses the same logo tiles as Account and Upload wizards.
Sample row
MAR12
Mar 12, 2026
Thu
COSTCO WHOLESALE (12 GALLON WINE)
-$186.40
Expense
Groceries
Guest seed merchants render in the real Transactions table grid.

Demo video

Walkthrough

Prefer a new tab? Open on YouTube.

Same flow as the guest click-path on Demo walkthrough.

How the pieces connect

  1. 1

    Accounts

    Where CSVs land

  2. 2

    Import

    Preview and confirm

  3. 3

    Rules

    Merchant → category

  4. 4

    Insights

    Analytics + Monthly

  5. 5

    Agent

    Ask your data (signed-in)

Choose your path

Try first

Guest

Sample CIBC, Wealthsimple, Amex accounts and joke merchants. Perfect for UI tours.

Open guide →

Your data

Google

Real imports, persistent rules, and the finance Agent when API keys are set.

Open guide →

Operators

Self-host

Docker Compose, env vars, and Swagger at /api/docs. Product docs stay at /docs.

Open guide →

Feature map

Transactions

Tabs, Smart Filters, Needs review, FAB actions, CSV export.

Open guide →

Analytics

Period presets, vs last period, category focus, deep links.

Open guide →

Monthly

Calendar month detail, MoM %, largest expenses, 3-month compare.

Open guide →

Rules

Mappings, usage filters, Apply to Other backfill.

Open guide →

Agent

Tool-grounded chat, evidence tables, accept category suggestions.

Open guide →

Account

Theme, currency, home route, page size defaults, and more.

Open guide →

Next reads