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

Troubleshooting

Common stuck points and the fastest fix for each.

Google button missing

Set VITE_GOOGLE_CLIENT_ID and reload. Check landing error text.

Empty Analytics / Monthly

Import transactions first, or use guest mode for sample charts.

Upload / Add Account blocked

You are in guest mode. Sign in. See Guest vs signed-in.

Open guide →

Agent unavailable

Open guide →

Everything is Other

Use Needs review suggestions or Rules → Apply to Other.

Open guide →

Page size jumped back

Clear filters restores items-per-page from Account preferences.

Open guide →

Blocked in guest

Sign in to continue

Keep exploringSign in with Google

Upload, Add account, and Agent open this modal instead of failing silently.

Upload failures

Confirm the CSV matches a supported institution layout, the target account exists, and you are signed in. Re-open the wizard and check the preview for parse errors before importing.

Watch out

Still stuck after these? Self-host operators should check API health at /api/health and Swagger at /api/docs.