The Skwad Blog

Import CSV Transactions with Tags & Original Descriptions

Skwad's CSV import supports Tags and Original Description columns, giving you full control over how imported transactions are organized and labeled.

Skwad alerts you the moment Gmail, Sheets, or SimpleFin integrations disconnect, so you can reconnect before transactions slip through.

Apply budget target changes to future months only and keep your historical budget data intact for accurate, trustworthy trend tracking.

Bank payee names are a mess. Skwad's merchant management lets you rename cryptic descriptions, merge duplicates, and track spend per merchant.

Track every recurring bill and subscription in one dashboard, with monthly progress, yearly projections, and a calendar of upcoming charges.

Tap any day to see what you spent. Skwad's mobile transaction calendar uses color-coded dots and monthly summaries to reveal spending patterns.

Skwad's recurring variance alerts catch price hikes on your bills and subscriptions the moment a charge costs more than expected.

Split a single receipt across multiple budget categories with line-item categorization. Ideal for mixed grocery runs with food and household items.

Download your transactions as a CSV straight from the Skwad mobile app, and use bulk actions to clean up or categorize them in seconds.

Skwad's full app experience is now available in Canadian French. Switch your language in Settings and start budgeting in French.

Create custom rules that automatically categorize, rename, and tag transactions in Skwad, so your budget stays clean without the manual work.

See exactly where your money goes with Skwad cash flow reports. Track net income, visualize money in vs out, and monitor your savings rate.