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

First five to ten minutes as a guest, or as a signed-in Google user.

Pick one track. Guest is read-and-tinker on sample data. Google unlocks uploads, account creation, and Agent.

1
Open the landing page and choose Continue as guest.
2
Land on your preferred home route (default is Transactions).
3
Open Analytics, try a period preset, click a category, then View transactions.
4
Open Needs review and inspect Other categories (try search COSTCO).
5
Visit Rules and open a mapping such as TACO TUESDAY → Restaurants & Dining.

Guest banner

You're exploring sample data. Sign in to track your own finances.

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Matches the real guest strip: solid pool in light, translucent in dark.

Guest mode

Guest mode cannot upload CSVs, create accounts, or use the Agent. Category and rule edits stay in the browser session mock.

Empty Transactions

Getting Started

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

Signed-in empty state nudges Add account, then Upload.

Checkpoints

When	You should see
After guest continue	Seeded accounts + transactions on your home route
After first Google visit	Welcome modal (once), then empty or existing data
After first import	Rows on Transactions; Other count may be non-zero
After a few confirms	Rules list grows; later imports auto-categorize

After guest continue, first Google visit, import, and a few confirms.