How to Import Old Transactions into Skwad

Skwad supports the following file extensions:

Open Financial Exchange (ofx) (Recommended)
Quicken Financial Exchange (qfx) (Recommended)
Quicken Interchange Format (qif)
Excel (xlsx, xls)
Csv

Step 1: Export or download your old transactions from other services like Mint or your bank or credit card provider.

Coming form Mint or YNAB? Your exports are ready to go. Feel free to upload them without additional edits. Skwad’s CSV import also supports Tags and Original Description columns for even more control over your imported data.

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 dd/MM/yyyy or yyyy-MM-dd
Description: The transaction description.
Amount: The transaction amount (see below for debit and credit)
Transaction Type: (Optional) If provided, it should be debit or credit or d or c
Category: (Optional) but recommended. Remember to assign your categories after import
Last 4: (Optional) Account last 4 helps assign your transactions to the correct account
Memo: (Optional) Your notes / comments
ExternalId: (Optional) Used to deduplicate your transactions

Example files:

Basic Upload Skwad Sample Basic

Full Upload Skwad Sample Full

The first row should be headers (labels for the corresponding column). Rename the headers to match. For example, Transaction Date should be renamed to Date.

Step 3: Upload your files. On web, go to Profile → Upload. On mobile, tap More → Upload.

That’s it. Your transactions should appear in your account within seconds.

Deduplicating transactions

When you upload Ofx or Qfx files, Skwad will automatically use FITID to filter out duplicate transactions. You don’t have to worry about overlapping your exported transactions.
For Csv and Excel files, the optional ExternalId column will be used to filter out duplicates.

Checking for errors

You can check the status of your file uploads in your Skwad inbox. Drawer > Inbox on desktop or More > Inbox on mobile.

Troubleshooting

Invalid ‘Description’ on row number x: if x is 1, the first thing to check are your headers. Make sure the first row is the header row. Then, check the data on row x. Make sure each column follows the instructions above.

If you’d rather not deal with files at all, you can convert a bank statement to Excel inside Skwad, then keep your data flowing by tracking your spending in Google Sheets.

Frequently asked questions

Which file formats can I import into Skwad?

Skwad supports OFX, QFX, QIF, Excel (xlsx, xls), and CSV. OFX and QFX are recommended because they import without any edits.

Will importing create duplicate transactions?

No. For OFX and QFX files, Skwad uses FITID to filter out duplicates automatically. For CSV and Excel files, the optional ExternalId column is used to deduplicate.

Which columns do my CSV or Excel files need?

Date, Description, and Amount are the core columns. Transaction Type, Category, Last 4, Memo, and ExternalId are optional. The first row must be the header row, with headers renamed to match — for example, Transaction Date becomes Date.