Track your Charles Schwab transactions without sharing your password
Skwad works seamlessly with Charles Schwab's email alerts to provide a robust, all-in-one financial management solution.
By forwarding Charles Schwab's alerts to your unique Skwad scan email address, you can harness the full potential of Skwad's transaction categorization, real-time account monitoring, and data-driven insights.
Gold Support
Skwad fully supports transaction and balance alerts from Charles Schwab. Charles Schwab's transaction alerts are instant, and their balance alerts are sent at least once a day.
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Frequently asked questions
My bank isn't on the list. Can I still use Skwad?
My bank isn't on the list. Can I still use Skwad?
Definitely. Skwad is designed to work with email alerts, not the specific bank. If your bank sends you email alerts, you can use Skwad.
My bank doesn't have alerts. Can I still use Skwad?
My bank doesn't have alerts. Can I still use Skwad?
Of course. There are several ways to add transactions to Skwad, including: manually adding individual transactions, uploading files like OFX, QIF, or CSVs, and automating imports using tools like IOS Shortcuts or IFTTT.
If you have a VISA card, see if you can setup purchase alerts from VISA.
Regardless of how you add transactions, Skwad will automatically categorize them for you.
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Resources
Free bank transaction categorizerHow to setup auto import without bank linkingBank linking with 11,000+ financial institutionsHow to auto sync transactions to Google SheetsHow to import from MintHow to import old transactions