Importing balance history
If you've tracked your account balances somewhere else — a spreadsheet, Mint, YNAB, or another app — you can bring that history into Skwad all at once. Your net-worth and account charts will reflect the full picture from the start, not just from the day you signed up.
Supported file formats
Skwad accepts CSV and Excel (.xlsx) files for balance imports.
File format
Your file needs two columns: a date and a balance.
| Column | Required | Description |
|---|---|---|
| Date | Yes | One per row. Supported formats: MM/DD/YYYY, DD/MM/YYYY, YYYY/MM/DD, and YYYY-MM-DD. |
| Balance | Yes | The account balance on that date. Accepts currency symbols ($1,234.56), commas, and negative values — either with a leading minus sign (-500.00) or in parentheses ((500.00)). |
The first row should be a header row with the column names. Everything else is treated as data.
Example:
Date,Balance
01/15/2023,12450.00
02/01/2023,11200.50
03/01/2023,13800.00
One file maps to one account. If you have multiple accounts, upload one file per account.
Remove all empty rows before uploading. Parsing stops at the first empty row.
How to upload
Step 1: Go to Profile → Upload on web.
Step 2: In the File type selector, choose Balances.
Step 3: Select the account you're importing into. This is required — every row in the file will be written to this account.
Step 4: Select a date format if your dates are ambiguous. For example, 01/02/2023 could be January 2 or February 1 depending on your locale. If your dates are unambiguous (year first, or you're using the Auto setting), you can leave this at the default.
Step 5: Drop your file and wait for processing. Skwad will show a progress indicator while parsing runs in the background.
When complete, you'll see a toast with your results: Imported X balances (Z skipped). Skwad then takes you to your account view so you can see the updated history.
What happens to your data
- Overwrite on conflict: if a balance already exists for a date in the file, the imported value replaces it. This is intentional — you can re-upload a corrected file to fix past values.
- Invalid rows are skipped: a row with an unparseable date or non-numeric balance is skipped silently. The result toast shows how many rows were skipped so you know if something went wrong.
- All accounts supported: you can import into any account — manual or bank-linked. Imported rows coexist with rows synced from your bank.
- Future dates are allowed: you can import future-dated balance snapshots. Skwad won't block them.
Where to find the uploader
If your account has no balance history yet, there's a shortcut link directly in the empty-state view on the account page. Otherwise, go to Profile → Upload and select the Balances file type.
Checking results
After import, open the account and look at the balance chart. The chart will reflect the full imported history. If something looks off, check the skipped count in the result toast — skipped rows usually mean a date or balance column couldn't be parsed.
Need help?
If your file isn't importing the way you expect, email us and we'll take a look.