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Uploads

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

Uploading Old Transactions

Import your old transactions from other services like Mint, YNAB, or directly from your bank or credit card provider.

Skwad supports the following file extensions:

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

Coming from Mint or YNAB? Your exports are ready to go, just upload them.

See the full guide: Uploading Transactions

Uploading Receipts

Upload your restaurant or grocery receipts to extract and categorize each line item. Use splits to break down receipts into individual items.

Uploading Statements

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

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 uploaded files after 24 hours. This includes all scanned emails (& email attachments), file imports, receipts, and statements.

Your transactions, file attachments, and other extracted data aren't affected when Skwad deletes uploaded files.