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Uploading Transactions

Skwad allows you to import transactions from other services like Mint, YNAB, or directly from your bank or credit card provider.

Supported File Formats​

Skwad supports the following file extensions:

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

Step 1: Export Your Transactions​

Export or download your old transactions from other services like Mint or your bank or credit card provider.

Coming from Mint or YNAB? Your exports are ready to go. Feel free to upload them without additional edits.

Step 2: Prepare Your File​

For Qfx and Qif Files​

These are ready to upload! No additional preparation needed.

For Csv and Excel Files​

Double check that your data has the following columns:

  • Date: MM/dd/yyyy or dd/MM/yyyy or yyyy-MM-dd
  • Description: The transaction description
  • Amount: The transaction amount (see below for debit and credit)
  • Transaction Type: (Optional) If provided, it should be debit or credit or d or c
  • Category: (Optional) but recommended. Remember to assign your categories after import
  • Last 4: (Optional) Account last 4 helps assign your transactions to the correct account
  • Memo: (Optional) Your notes / comments
  • ExternalId: (Optional) Used to deduplicate your transactions

Example Files​

Basic Upload Skwad Sample Basic

Full Upload Skwad Sample Full

The first row should be headers (labels for the corresponding column). Rename the headers to match. For example, Transaction Date should be renamed to Date.

Step 3: Upload Your File​

  1. Go to Settings → Import to upload your files
  2. Select your prepared file
  3. Wait for processing

That's it. Your transactions should appear in your account within seconds.

Deduplicating Transactions​

  • Ofx or Qfx files: Skwad will automatically use FITID to filter out duplicate transactions. You don't have to worry about overlapping your exported transactions.
  • Csv and Excel files: The optional ExternalId column will be used to filter out duplicates.

Checking for Errors​

You can check the status of your file uploads in your Skwad inbox:

  • Desktop: On the sidebar, click Inbox
  • Mobile: Tap the drawer, click Inbox
  • App: Tap More → Scan Settings → click the Inbox icon

Troubleshooting​

Invalid 'Description' on row number x​

If x is 1, the first thing to check are your headers. Make sure the first row is the header row. Then, check the data on row x. Make sure each column follows the instructions above.

Transactions not appearing​

  1. Check your Skwad inbox for error messages
  2. Verify your file format matches the requirements
  3. Ensure the first row contains headers, not data

Duplicate transactions​

  • Make sure you're using the ExternalId column for CSV/Excel files
  • For OFX/QFX files, duplicates are automatically handled via FITID

Need Help?​

Having trouble uploading old transactions? Email us and we're happy to help.