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.

Core workflows

Transactions

Tabs, table, sort, pagination, and the FAB action menu.

Tabs

AllCredit CardsBank & SavingsNeeds review12

All, Credit Cards, Bank & Savings, and Needs review (with Other count).

Smart Filters

Refine your search with intelligent filtering

8 of 214 shown

Clear All

Search Transactions

COSTCO

Account / Bank

All Accounts

Table

Transactions table

MAR12

Mar 12, 2026

Thu

COSTCO WHOLESALE (12 GALLON WINE)

ID 5120 · DEBIT

-$186.40

Expense

Groceries

MAR09

Mar 09, 2026

Mon

TACO TUESDAY LEGEND EDITION

ID 5114 · DEBIT

-$42.00

Expense

Restaurants & Dining

MAR04

Mar 04, 2026

Wed

UNKNOWN POS: DEFINITELY NOT A FLOP

ID 5102 · needs review

-$28.50

Expense

Other

Same CSS grid + header icons as the live Transactions view.

Columns are Date, Description, Amount, and Category. Sort preference persists. Pagination and items-per-page are view state: changing them on the table does not rewrite Account defaults. Clearing filters restores items-per-page from preferences.

FAB

UploadExportAdd accountRefreshTheme

Desktop shows an expanded action cluster; mobile uses a round FAB.

Worked path

1
Open Bank & Savings, expand Smart Filters, search COSTCO.
2
Change a category chip and watch the toast confirm.
3
Switch to Needs review and note the Other badge.
4
Use FAB → Export to download the filtered CSV.

Also see Smart Filters and Export.