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.
ynab-buddy.how-to-use.mp4
Created with ☕ by @nielsmaerten
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If you've got Node.js installed, running ynab-buddy is as easy as:
npx ynab-buddy
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Don't have Node.js? No worries! Download a pre-built executable for your OS from the releases page.
- 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 :)
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.
- Config location:
~/ynab-buddy/config.yaml(auto-created on first run) - Hooks (optional): place
~/ynab-buddy/hooks.jsto customize parsing. To create a starter hooks file, runynab-buddy --setup-hooks. If the file is absent, hooks are simply disabled.
- 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.
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.
☕ Buy me a coffee
⭐ Leave a star on GitHub
Thank you for your support! 🙌
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
