12/6/2023 0 Comments Ynab 4I'll refer to these as Budget.csv and Register.csv from here on out. It contains two files: Budgetname as of date - Budget.csv and Budgetname as of date - Register.csv. In nYNAB: Export your nYNAB budget by clicking on the budget name in the upper right hand corner → Export Budget.ĭownload the resulting zip file (once your browser has stopped freezing if your budget is a bit older), and extract the They will be easy to filter for, but annoying regardless). The import will otherwise not work for them, and you'll have to re-categorise them manually. Also unhide all of your previously hidden categories, as In nYNAB: Check if any of your category names contain a : or a `, as those are not valid characters in YNAB 4.Ĭhange these category names now. The transfer does not group split transactions together correctly, but it does put "Split 1/n" in the memo, so you'll still see what used to be a single transaction. Please comment if you find required changes, or if it workedįor you with a specific scenario, so others will know what works and what doesn't! I also don't use many YNAB features including loans and separate credit card accounts, so the import might not workĬorrectly for them. Since we're starting with a new YNAB4 budget, nothing will be You can always delete your YNAB4 data and start again. Other recent post on this sub should also help.ĭon't expect an automated and smooth process – this post is more of a guide with two linked helper scripts. This is not a guide on how to get YNAB 4 in the first place – but see the notes in the end for some tips and remarks. I'll update this post for a while if I remember, but the canoncial version is over there. Some preliminary notes: The scripts mentioned below plus an up-to-date version of this post lives here on GitHub – feel free to contribute there. Thanks go to /u/loftyDan for his notes on the CSV format here. The process is a mix of automated and manual, so this is a short write-up of what I did. I just moved a >5 year history to YNAB 4 and everything is looking pretty nice. Update: Now with budget history import, see below.ĭowngrading from nYNAB to YNAB 4 is a bit tricky, but far from impossible.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |