The Skwad Blog
Automatically Categorize Transactions with Skwad Rules
Create custom rules that automatically categorize, rename, and tag transactions in Skwad, so your budget stays clean without the manual work.
Nov 28, 2025Cash Flow Reports: Track Net Income & Savings Rate
See exactly where your money goes with Skwad cash flow reports. Track net income, visualize money in vs out, and monitor your savings rate.
Nov 1, 2025
Bank balance & budget widgets for iPhone and Android
Put your account balance, budget, recurring bills, and recent transactions on your iPhone and Android home screen. Add a Skwad widget in under a minute.
Oct 30, 2025How to link your bank account with Plaid in Skwad
Link your bank to Skwad with our Plaid integration in a few minutes. It's included in the LINK plan and syncs balances plus 3 to 6 months of past transactions. Disconnect anytime.
Sep 16, 2025
Flexible Envelope Budgeting App: Skwad Budgeting v2
Envelope budgeting with rollover categories, flexible allocations, and real planning tools. Meet Skwad's reimagined budgeting system.
Aug 14, 2025
How to Convert a Bank Statement to Excel
How to export or convert a bank or credit-card statement PDF to Excel without retyping it: upload it, review the transactions, export to CSV, open in Excel.
Apr 5, 2025
SimpleFIN bank linking in Skwad: supported banks and setup
Link your bank to Skwad through SimpleFIN: which US and Canadian banks it supports, how to sign in and set it up, what it costs, and how it compares with Plaid.
Sep 25, 2024
Open Banking Budgeting: What It Is and Its Limits
Open banking promises secure, automatic financial data, but it isn't available everywhere. Learn how it works and how to budget without it.
Aug 15, 2024
Receipt Scanner App for Expense Tracking: A Full Guide
A complete guide to Skwad's receipt scanner: capture every line item, categorize spending, and track expenses securely across currencies.
Aug 15, 2024
How to Forward Transaction Emails from iCloud Mail to Skwad
Set up an iCloud Mail forwarding rule so your bank alert emails flow into Skwad and get tracked and categorized automatically. Step-by-step guide.
Aug 2, 2024How to Forward Transaction Emails from Proton Mail to Skwad
Set up a Proton Mail forwarding rule so your bank alert emails flow into Skwad and get tracked and categorized automatically. Step-by-step guide.
Aug 2, 2024
How to set up a zero-based budget in an app
Set up a zero-based budget in Skwad: enter your income, assign every dollar until you reach zero, and track spending as it happens. No bank link needed.
Jul 26, 2024