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.

Reference

Practical expectations for guest vs signed-in data.

Where data lives

Mode	Where data lives	What leaves the device
Signed-in	Your user row in the TrackIt API / DB	Auth token, API calls, Agent prompts/tools
Guest	Browser session mock (sample seed)	Nothing of your bank CSVs (you have not uploaded)

Signed-in API storage vs guest browser session mock.

Self-host operators: see the GitHub README for environment and deployment. Product docs stay at /docs; Swagger at /api/docs.

Tip