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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.