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

Shared chrome you will see on almost every app surface.

Toast

Category updated to Groceries

Non-blocking confirmation after a category change or rule save.

Page header

Review, filter, and categorize your statement rows.

Title, description, and optional actions at the top of app views.

Collapsible

Smart FiltersHide

Panel body stays mounted; open state is remembered.

Filters and sections remember open/closed per key.

Metric card

+4.2%

$12.4k

vs prior period

Summary numbers with optional change vs prior period.

Loading overlay

Blocking progress with retry when fetches fail.

AppDatePicker

Day picker for custom ranges (lazy-loaded chunk).