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ATB TrackIt is a free, easy-to-use personal financial management tool available to ATB Online banking customers.
ATB TrackIt helps you budget and manage your finances by enabling you to import your account information from multiple financial institutions so that you can keep track of your account balances and transactions all in one place.
ATB TrackIt is available to ATB Online banking customers.
ATB TrackIt is free and available to ATB Online banking customers.
NOTE: Although you can use ATB TrackIt for free, you should review the terms and conditions of your account at ATB Financial and your other financial institutions for information about account and transaction fees. Also, be aware that wireless messaging, data and roaming charges may apply if you access ATB TrackIt on your mobile device.
ATB TrackIt is included as part of ATB Online banking. If you have not enrolled in ATB Online banking yet, you will need to do so. Once you are enrolled, simply log in and you can start to use ATB TrackIt to manage your finances.
NOTE: If you enrolled in ATB Online banking prior to December 8, 2014 you will be required to review and accept the terms and conditions of use for ATB TrackIt before you can use it.
TIP: If you need help logging in to ATB Online or setting up your ATB Online account, please contact the Customer Care Centre at 1-866-282-4932.
ATB TrackIt will use your email address to send alerts around unusual spending, upcoming bills, to warn you if you are getting close to a budget. You will be able to manage which alerts you receive and getting your email address sets us up for that.
To update your email address, log into your ATB Online account and use the Self-Service tab.
You’re good to go with Internet Explorer, Safari, Firefox, Chrome, or Opera.
NOTE: If you are using Internet Explorer 8 or below you will not be able to take advantage of the full TrackIt experience. We recommend that you update your browser to the latest version of Internet Explorer. You can do that here.
ATB TrackIt has the same 24/7/365 availability as ATB Online.
No, ATB TrackIt is only available in English.
Yes. We use industry-leading encryption technology to protect your data. ATB Financial safeguards your privacy and security as our highest priority.
No personal information (customer data) is stored on your mobile device.
If your mobile device is lost or stolen, inform your carrier as soon as possible, and log in to your ATB Online account to disconnect your lost or stolen device.
No. ATB TrackIt is available as part of ATB Online so your user ID and password for ATB Online is all you need.
If you forget your ATB Online user name or password, or if you are locked out of your ATB Online account, please call the Customer Care Centre at 1-866-282-4932 to reset your information.
ATB TrackIt lets you view your ATB deposit accounts, investments (registered and non-registered), loans and credit card products. Clients of ATB Investor Services can also add their new ATB Investor Connect profile to view investment accounts. Once you have imported information from your accounts at other financial institutions, you will also see these accounts in ATB TrackIt.
Yes. Both the Account Summary and Account Activity pages in ATB Online are still available for you to use. To view these pages the way you used to, simply select the Classic View option displayed to the right of the Account Summary or Account Activity title on each of those pages.
You need to create a manual account if either of the following conditions apply:
NOTE: After you add an account manually, you need to periodically edit the account to update the balance because ATB TrackIt cannot automatically update manual accounts. See the Adding an Account section of the ATB TrackIt user guide (available in RELATED TASKS AND LINKS – Help with this Page) to learn how to add manual accounts.
Yes. You need to create a manual account to do so. See the Adding an Account section of the ATB TrackIt user guide (available in RELATED TASKS AND LINKS – Help with this Page) to learn how to add manual accounts.
ATB TrackIt will import 90 days of transaction history from ATB, your primary financial institution. The amount of data that will be imported from other financial institutions depends on the institution.
ATB TrackIt saves your transaction and budget history as long as you retain your account with ATB.
No. ATB TrackIt is a tool that lets you view information about your accounts and transactions. It does not allow you to perform transactions.
Use the Budgets tool, which presents a targeted display of your spending and progress towards meeting your overall budget each month. See the Budgets Tool section of the ATB TrackIt user guide (available in RELATED TASKS AND LINKS – Help with this Page) to learn how to create budgets.
The Budgets tool helps you track and control your spending in select budget categories. You can use budgets to track all your household expenses, or specific categories that you want to monitor more closely. Budgets are useful for setting and working toward financial goals, or simply being more aware of your spending habits.
Once an account has been successfully added, it will be listed on the Account Summary page.
A red alert means there is an issue with the account’s credentials.
A yellow alert means a connection issue has occurred. For example, the account credentials are fine but there was a problem obtaining account data.
If you see any account with a red or yellow alert, open the account’s detail window, and look for a warning message displayed in the Link Status field. Click the warning to resolve the problem. If the problem persists, please call the Customer Care Centre at 1-866-282-4932.
There are many types of online banking accounts, and not all are compatible with ATB TrackIt. To add a missing account, you will need to create a manual account. See the Adding an Account section of the ATB TrackIt user guide (available in RELATED TASKS AND LINKS – Help with this Page)to learn how to create manual accounts.
Check to see if the accounts that are not being updated were created manually. After you add an account manually, you need to periodically edit the account to update the balance because ATB TrackIt cannot automatically update manual accounts.
You can edit the balance of accounts that have been manually created only. If the account had been imported by ATB TrackIt, the balance will be updated automatically.
You must categorize your transactions accurately for the Spending Wheel to show actual spending. If your spending in a given category does not appear as you expect, you should review your transactions for inaccurate categories.
Try the user guide. Click the Help with this Page link that is displayed in the RELATED TASKS AND LINKS box in the upper right of the page.
If still require assistance with ATB TrackIt, please call the Customer Care Centre at 1-866-282-4932.
Please call the Customer Care Centre at 1-866-282-4932 for assistance. Someone is available to help you between 7am and 11pm daily
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