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

Light / dark toggles and currency formatting across the app.

Toggle theme from landing, nav, Transactions FAB, Account preferences, or the Docs header.

Theme tokens

Light

TrackIt

mintpoollavender

Dark

TrackIt

mintpoollavender

Side-by-side swatches use the exact hex values from main.css.

On a MetricCard

+2.1%

$1,234.56

vs prior period

+2.1%

CAD 1,234.56

vs prior period

Currency preference shows up on summary cards across Analytics and Monthly.

Currency

Account preference modes: dollar symbol, CAD code, or narrow.

Amounts across Analytics, Monthly, and Transactions follow this preference.