Easily convert and import your bank's statements into YNAB. This project consolidates other conversion efforts into one universal tool.
This release introduces optional direct import into YNAB! This is a major leap forward, as we move toward a true one-step "bank2ynab" process. This is optional and disabled by default (refer to the user guide for setup details). If enabled, bank2ynab will not only convert your input files - it will also import your transactions directly into the budget of your choice.
Besides this major feature, we have again added many new formats, for a new total of 68! (*see current list of supported banks below) We also fixed several bugs - if you find any more, be sure to let us know.
This release doesn't yet contain a nice package (perhaps next release? contributions are welcome!). In the meantime, you get the source code and can run the tool directly from there. Note the installation requirements and user guide.
Please don't hesitate to give us feedback. We love feedback! Yes, even if it's negative feedback. Especially then, actually. And more bank formats.
Note that the development branch has more formats, features, and bug fixes.
This version supports the following banks:
See additional details in the readme file.
Much has been changed and improved since the initial release. We have added many new formats, for a new total of 43! (*see current list of supported banks below) We also improved the code on many special cases to make it run for all present formats and filename variations.
We hope to add a nice package soon. In the meantime, you get the source code and can run the tool directly from there. Note the installation requirements and user guide.
Please don't hesitate to give us feedback. We love feedback! Yes, even if it's negative feedback. Especially then, actually. And more bank formats.
Note that the development branch has more formats, features, and bug fixes.
This version supports the following banks:
See additional details in the readme file.
We're happy to release the first production-ready version of our bank2ynab
conversion tool -- an easy way to convert the CSV export from any* bank into the CSV format that YNAB can import. (*see current list of supported banks below)
For this first release, there is no package yet (planned for next release). Instead, you get the source code and can run the tool directly from there. Note the installation requirements and user guide.
Please don't hesitate to give us feedback. We love feedback! Yes, even if it's negative feedback. Especially then, actually. Or more bank formats.
Note that the development branch has more formats, features, and bug fixes.
This version supports the following banks:
See additional details in the readme file.