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Uploads

Skwad allows you to upload your old transactions, statements and receipts.

Uploading Old Transactions​

Skwad supports the following file extensions:

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

Follow this link to read Skwad's file upload instuctions.

Your Mint exports are ready to go, just upload it.

Uploading Receipts​

Upload your restaurant or grocery receipts to extract and categorize each line item.

Uploading Statements​

Upload credit card or bank statements to extract account and transaction details. Review extracted items by filtering for recently added transactions.

warning

Pulling transactions works best for statements with a single account. If your bank combines multiple accounts in a single pdf, try to split these up by account. The easiest way to do this is by printing specific pages to pdf.

If you're uploading a statement for an existing account, make sure that it has the correct last 4 (the same as the statement). This helps Skwad connect the new transactions to the correct account automatically.

Auto-Delete​

For your privacy, Skwad automatically deletes all uploads after 24 hours. This includes all scanned emails (& attachments), file imports, receipts, and statements.

Auto-delete doesn't affect transaction attachments.