ynab-buddy
Convert (csv) files from any bank; upload them directly to your YNAB Budget.
Just download transactions from your bank, run ynab-buddy, and you're done. Say goodbye to csv-converters and manual file uploads!
How to install
- If you have NodeJS, the recommended way to get ynab-buddy is by running:
npm install -g ynab-buddy - Don't have NodeJS? Download ynab-buddy from the releases page
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 :)
How to configure
When you run ynab-buddy for the first time, it will create a config file in your home directory. This file defines:
- how to read your bank's files
- which budget/account your transactions should be uploaded to, if at all
I recommend you check out the Configuration Guide before attempting to edit your config file.
Where to get help
- FAQs
- Configuration Guide (how to set up this tool)
- 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.
Disclaimer
ynab-buddy is a community-made tool for YNAB.
The YNAB support team cannot help you resolve issues with this tool.
This software is provided "as-is", without warranty of any kind. See the full MIT License