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Turn bank alerts into categorized transactions
Automate manual tracking without sharing your bank password. Skwad converts bank alerts and converts them into categorized transactions.
Banks have configurable alerts to send emails whenever you purchase or receive a deposit. For example, you can set up alerts for purchases over $0.01. Every time your purchase exceeds $0.01, your bank will email you the transaction details. Here's an example:
Account Chase Freedom Flex Date Mar 14, 2024 at 8:39 PM ET Merchant THE DOG BAKERY Amount $20.91 You are receiving this alert because your transaction was more than the $0.01 level you set.
Skwad parses this alert and converts it into a categorized transaction in your account.
Does your bank have alerts?
Skwad syncs alerts from different sources
Directly from your bank
Forwarded from your email
Email attachments like CSV & PDF
π¦πΊ ANZπ¨π¦ ATB FinancialπΊπΈ Ally Bankπ¨π¦ Alterna BankπΊπΈ American Expressπ¨π¦ B2B BankπΊπΈ Bank of Americaπ¨π¦ Bank of Montrealπ¨π¦ Bank of Nova Scotiaπ¬π§ Barclays Bankπ¦πΊ Bendigo Bankπ¨π¦ CIBCπ¨π¦ Canadian Tire Bankπ¨π¦ Canadian Western BankπΊπΈ Capital OneπΊπΈ Charles SchwabπΊπΈ CitibankπΊπΈ Citizens BankπΊπΈ Comerica Bankπ¦πΊ Commonwealth Bankπ¨π¦ Desjardins GroupπΊπΈ Discover Bankπ¨π¦ EQ BankπΊπΈ Fifth Third Bankπ¬π§ HSBCπΊπΈ Huntington Bankπ¨π¦ ICICI Bank Canadaπ¦πΊ INGπΊπΈ JPMorgan ChaseπΊπΈ KeyBankπ¨π¦ Laurentian Bank of Canadaπ¬π§ Lloyds BankπΊπΈ M&T Bankπ¨π¦ MBNAπ¦πΊ Macquarie Bankπ¨π¦ Manulife Bankπ¨π¦ Meridian Credit UnionπΊπΈ Midwest Members Credit UnionπΊπΈ Morgan Stanleyπ¬π§ NatWestπ¦πΊ National Australia Bankπ¨π¦ National Bank of CanadaπΊπΈ Navy Federal Credit Unionπ¨π¦ Oaken Financialπ¨π¦ PC FinancialπΊπΈ PNCπ¨π¦ RBCπΊπΈ Regions Financial Corporationπ¨π¦ Rogers Bankπ¬π§ Santander UKπ¨π¦ Scotiabankπ¨π¦ Simplii Financialπ Splitwiseπ¦πΊ St.George Bankπ¦πΊ Suncorp Bankπ¨π¦ TD Bankπ¨π¦ Tangerine BankπΊπΈ TruistπΊπΈ U.S. BankπΊπΈ UBSπ¨π¦ Vancityπ¨π¦ Wealthsimple CashπΊπΈ Wells Fargoπ¦πΊ Westpacπ Wise
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Resources
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