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Creating and switching Skwads

A Skwad holds a household's or group's accounts, transactions and budgets. You can belong to more than one and switch between them.

Opening the Skwad switcher​

On web: Click the Skwad name at the top of the side menu.

On mobile: On the Pulse page, press and hold your profile picture at the top left. You can also tap your profile picture to open Settings, then tap the Skwad card at the top.

The switcher lists every Skwad you belong to, with your role, the members and which Skwad is your default.

Switching Skwads​

Tap or click a Skwad in the switcher. On web you stay on the same page in the new Skwad. On mobile the app reloads into the new Skwad.

Opening a Skwad's settings​

Select the gear icon next to a Skwad in the switcher. It opens that Skwad's Skwads & connections settings, switching Skwads first if needed.

Creating a new Skwad​

  1. Open the Skwad switcher.
  2. Select New Skwad.
  3. Enter a name and select Create Skwad.

You become the new Skwad's Captain and land on its settings, where you can invite members and connect accounts.

On web you can also create a Skwad from More > Skwads & connections with New at the top right.

Skwad limit​

Your plan includes 2 Skwads, counting Skwads you've joined. The switcher shows how many you're using. When you reach the limit, New Skwad is disabled.

Companion plans can't create Skwads. Email [email protected] to change to a paid plan.