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GETTING STARTED

Start tracking card expenses

Set up Card Track, connect Gmail safely, and review the first expenses found from eligible transaction messages.

In this guide

Complete the steps in order, or jump back to a section while troubleshooting.

1. Create an account

Open Card Track, choose the create-account option on the sign-in screen, and enter the requested account details. Keep your password private.

Open Card Track

2. Add the cards you want to track

In Setup, choose cards from the supported catalog and add the last four digits used to identify their transaction alerts.

If a card is not listed, you can save it as a private card and follow the parser setup shown in the application. Saving a private card does not guarantee that its emails can be parsed; it needs a working private or adopted parser rule.

3. Connect Gmail when ready

Open the Gmail section in Setup and start the Google connection. Card Track requests only Gmail read-only access so it can find and read eligible transaction messages; it cannot send, modify, or delete them.

Complete Google’s consent flow using the Gmail account that receives the card alerts you want to track.

4. Sync and review expenses

Run a sync and wait until its status finishes. Then review the Dashboard and Transactions pages for parsed amounts, dates, merchants, cards, and items needing attention.

Only eligible recognised messages are processed. Card Track can miss a message or parse a detail incorrectly, so compare important information with your issuer or original records.

5. Check common problems

If a transaction is missing, confirm that the correct card is active, let the sync finish, and check whether Gmail shows a reconnect prompt. Private cards also need a working parser.

If Gmail is disconnected or its authorization has expired, use the reconnect action in Setup. Disconnecting Gmail stops future access but does not itself delete account or transaction data.

Need more help?

Return to Help for quick answers or email support. Never send passwords, OAuth tokens, full card numbers, or complete email contents.