Mobile shouldn’t be second-class. Everything you can do in Skwad on desktop, you should be able to do on your phone — including getting your transaction data out when you need it. We’ve shipped full transaction export on mobile, alongside powerful bulk actions that let you update hundreds of transactions in a few taps.
Transaction export on mobile
Getting your transaction data out of Skwad and into another format — a spreadsheet, a tax tool, an expense report — now works directly from your phone. If you need to convert bank statements to Excel, the mobile export gets you there too. No more waiting until you’re at a computer.
How to export transactions from the Skwad mobile app
- Open Skwad on your phone
- Navigate to the Transactions screen
- Apply any filters you want (date range, category, account, merchant — more on this below)
- Tap the ZAP icon in the transaction toolbar
- Select Export as CSV
- Your phone will download the CSV file, which you can share to email, open in a spreadsheet app, or save to Files
The export includes all transactions that match your current filter. Filtered to last month’s dining expenses? The CSV contains only those. Looking at a full year of data? The export covers the full year.
What’s included in the CSV export
The exported CSV includes all the transaction fields you’d expect:
- Date of the transaction
- Payee / merchant name
- Amount (positive for income, negative for expenses)
- Category (or line item categories if you have line item mode enabled)
- Account the transaction was associated with
- Tags applied to the transaction
- Memo / notes field
- Original description from your bank or email source
This is sufficient for most downstream uses: creating expense reports in Excel or Google Sheets, importing into tax preparation software, sharing transaction records for reimbursement, or doing your own analysis.
Bulk actions on mobile
Alongside export, Skwad now supports bulk actions on filtered transactions in the mobile app. This sounds simple, but it saves an enormous amount of time for anyone who does periodic transaction cleanup.
How bulk actions work
Bulk actions operate on all transactions that match your current filter. The workflow is:
- Filter your transactions using date, category, account, merchant, or any combination
- Verify the filtered results look right — you’ll see the transaction count change as you filter
- Tap the ZAP icon to open the bulk actions menu
- Choose an action to apply to all filtered transactions
The ZAP icon is the entry point for both bulk actions and export. Tapping it reveals the available options based on your current filter.
Available bulk actions
Change category: Reassign all filtered transactions to a different category. The most commonly used bulk action. If you’ve been putting everything in “Uncategorized” and want to clean it up, filter by that category and bulk-reassign.
Change account: Move filtered transactions to a different account. Useful if transactions were imported to the wrong account and need to be reassigned in bulk.
Change merchant: Update the merchant attribution for all matching transactions. If you’ve recently cleaned up merchant names and want to apply a corrected merchant to a historical set, this is how you do it.
Delete: Remove all filtered transactions. Use with care — this action isn’t easily reversible. Appropriate for removing duplicate imports or test transactions.
Filtering before bulk actions
The real power of bulk actions comes from combining them with Skwad’s filtering tools. Before tapping ZAP, use the filter panel to narrow your transaction list precisely. You can filter by:
- Date range: Last month, last quarter, custom date range
- Category: One or more categories
- Account: Specific accounts
- Merchant: Specific merchants
- Tags: Transactions with specific tags
- Amount range: Transactions above or below a threshold
- Text search: Payee contains a specific term
The more precisely you filter, the more confidently you can apply a bulk action. A filter for “Category = Uncategorized, Date = Last 6 months” gives you a clean set of transactions to bulk-categorize without worrying about affecting other data.
Common use cases
Tax preparation
At the end of the tax year, filter transactions by categories that affect your taxes — business expenses, charitable donations, medical expenses, home office costs. Export the filtered list to CSV and you have a structured dataset for your tax preparer or your own tax software. The original description field and memo field together give a complete picture of each transaction.
Expense reporting
If you use Skwad to track work expenses with a personal account, this workflow is particularly valuable. Tag business expenses as they occur throughout the month (or use an automation rule to tag them automatically). At month end, filter by that tag and export. Share the CSV with your employer or import it into your expense reporting tool.
The export includes all the fields expense report tools typically need: date, merchant, amount, and description. Add a memo to each expense-tagged transaction with the business purpose — that memo will appear in the CSV export.
Month-end cleanup
Many Skwad users do a monthly transaction review to catch miscategorized expenses and clean up edge cases. Bulk actions make this dramatically faster on mobile. Instead of tapping through individual transactions, filter to the category with miscategorized items and bulk-reassign in one tap.
A practical workflow:
- Filter to “Uncategorized” for the current month
- Review to confirm they’re all the same type of expense
- Bulk-assign to the correct category
- Repeat for any other categories that need cleanup
This review takes five minutes on mobile instead of thirty minutes of individual edits.
Exporting for custom analysis
Skwad’s reports give you a lot of built-in analysis, but sometimes you want to do your own. Export a year of transactions to a spreadsheet and pivot it however you like — by day of week, by time of month, by merchant across categories, by amount range. The CSV export gives you the raw material; what you build with it is up to you.
Combining export and bulk actions
The ZAP icon gives you access to both bulk actions and export from the same menu, and you can use them together as part of a workflow.
A common sequence: filter to a set of miscategorized transactions, bulk-assign them to the correct category, then immediately export the newly cleaned set for reporting. The export reflects the updated categories because the bulk action was applied first.
Tips for efficient mobile transaction management
Create useful filter combinations: Skwad remembers your recent filters. Develop a few standard combinations for your regular review workflows (last month + uncategorized, current year + business tag, specific merchant) and reuse them.
Use tags strategically: Tags are the most flexible filter axis for export workflows. Apply consistent tags throughout the month (business, reimbursable, tax-deductible), and filtering by those tags at month or year end gives you precisely the transactions you need without complex multi-filter setups.
Export before making bulk changes: If you’re doing a major bulk action you’re uncertain about, export the filtered transactions first. That way you have a record of what they looked like before the change.
Combine with automations: Many categorization tasks that you’re doing manually with bulk actions could be automated with Skwad automations. If you find yourself bulk-assigning the same category every month, create an automation rule to handle it automatically going forward.
Your phone is a complete financial tool
We built Skwad mobile to be a full financial management tool, not a read-only view of data you manage elsewhere. Transaction export and bulk actions are part of that commitment.
Transaction export and bulk actions are now fully available on mobile. Get started by filtering your transactions and tapping the ZAP icon. For help with filtering and transaction management, see the transactions guide. To understand what your exported data reveals, explore Skwad’s cashflow reports.
