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Queries

Queries are the basis of all reporting in Skwad. They allow you to analyze and visualize your financial data.

Basic Query Structure​

A Skwad query consists of three main components:

  • Data source: What financial information you want to analyze
  • Filters: Conditions to narrow down your data
  • Visualization: How you want to present the results

Available Data Sources​

You can query the following data in Skwad:

  • Net Worth
  • Cashflow
  • Savings Rate
  • Spending
  • Spending By Account
  • Spending By Category
  • Spending By Date
  • Spending By Merchant
  • Aggregate Spending By Account
  • Aggregate Spending By Category

Excluding aggregate queries, all other queries return your latest account data to the second. Any transaction you add will be reflected in real time.

Aggregate queries are not live. They are refreshed daily.

Visualization Options​

Skwad supports multiple visualization formats for your query results:

  • Charts

    • Line / Area charts (great for trends over time)
    • Bar charts (perfect for category comparisons)
    • Pie / Donut charts (ideal for showing proportions)

  • Display

    • Text view
    • Summary tables