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Overview

Skwad treats accounts similarly to other apps with a few minor differences.

  • Tracking accounts - your account balances are updated automatically based on your bank's connection. Supports both email scans and bank linking.
  • Manual (cash) accounts - your account balances reflect the sum of your transactions. No external data or connection required.

Mix And Match​

"Manual" in this sense does not mean manual for you, it means manual for Skwad. You can continue importing transactions automatically while calculating account balances manually. For more info, see how Skwad handles Manual accounts.

Duplicate Accounts (Bank Linking)​

This is very rare, but some bank linking connections may result in duplicate accounts from the same institution. Rather than deleting the account, we recommend "Closing" duplicate accounts to prevent them from getting re-added automatically.

Closed accounts won't track new balances or transactions.