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
• 📈 How to Use
• ⚙️ How to Configure
• 🆘 Where to Get Help
• 😊 Coffee?
• ⚠️ Disclaimer

🚀 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

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 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.

☕ Buy me a coffee

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