ynab-buddy
Easily convert (csv) files from any bank and upload them directly to your YNAB Budget.
No more hassle with csv-converters and manual file uploads! Just download transactions from your bank, run ynab-buddy, and watch your transactions appear in YNAB.
https://user-images.githubusercontent.com/4604406/192013081-5b00b20c-9b67-4a74-83b0-f8ba7b728f5e.mp4
Created with
☕ by @nielsmaerten
📚 Table of Contents
🚀 How to Install
- If you have NodeJS, run the following command:
npm install -g ynab-buddy - If you don't have NodeJS, download the latest release of ynab-buddy from GitHub
📈 How to Use
- Download CSV-files containing your transactions from your bank
-
Run
ynab-buddyfrom your terminal/command line, or double-click the executable - Done! Your transactions are now in YNAB. Start categorizing and take control of your finances :)
⚙️ How to Configure
When you run ynab-buddy for the first time, a configuration file will be created in your home directory. This file helps ynab-buddy understand the structure of your bank's files and how to process them.
To make ynab-buddy work seamlessly with your bank, open the config file and follow the instructions provided in the comments.
🆘 Where to Get Help
- FAQs
- For general help: GitHub Discussions
- For bugs: GitHub Issues
- Tech docs (for developers): CONTRIBUTING.md
- Please DO NOT contact YNAB Support. This is a community project, not an official YNAB service.
😊 Coffee?
Did ynab-buddy save you some time? If so, consider showing your support by buying me a coffee! Your kind gesture helps me continue improving and maintaining this tool for the YNAB community.
Thank you for your support!
⚠️ Disclaimer
ynab-buddy is a community-made tool for YNAB.
The YNAB support team, while awesome, cannot help you resolve issues with this tool.
This software is provided "as-is", without warranty of any kind. See the full MIT License