maxbin123 / ynab-buddy

Import & upload CSV files from any bank into YNAB

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!

ynab-buddy.how-to-use.mp4

By @nielsmaerten

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

1. Download CSV-files containing your transactions from your bank
2. Run ynab-buddy from your terminal/command line, or double-click the executable
3. 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