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How To
Importing Old Transactions to Skwad App
Mar 24, 2024
Skwad supports the following file extensions:
- Quicken Financial Exchange (qfx) (Recommended)
- Quicken Interchange Format (qif)
- Excel (xlsx, xls)
- Csv
Step 1: Export or download your old transactions from services like Mint or your bank or credit card provider.
Step 2: At this point, Qfx and Qif are ready. For Csv and Excel files, double check that your data has the following columns:
- Date: MM/dd/yyyy or yyyy-MM-dd
- Description: The transaction description
- Amount: The transaction amount (see below for debit and credit)
- Transaction Type: This is optional. If provided, it should be
debit
orcredit
ord
orc
- Category: This is optional but recommended
- Account Name: This is optional
Rename columns to match. For example Transaction Date should be renamed to Date.
Step 4: Email the updated file as an attachment to your Skwad scan email address. You can find your skwad scan email address in your account settings after logging in.
That's it. Your transactions should appear in your account within seconds.
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Resources
Free bank transaction categorizerHow to setup auto import without bank linkingHow to auto sync transactions to Google SheetsHow to import from MintHow to import old transactionsTry Skwad for free
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