https://github.com/dmuth/export-amex-to-ynab
Convert American Express CSV files to the format for You Need A Budget (YNAB)
https://github.com/dmuth/export-amex-to-ynab
Last synced: about 1 year ago
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Convert American Express CSV files to the format for You Need A Budget (YNAB)
- Host: GitHub
- URL: https://github.com/dmuth/export-amex-to-ynab
- Owner: dmuth
- Created: 2019-06-28T01:42:44.000Z (almost 7 years ago)
- Default Branch: main
- Last Pushed: 2021-11-02T21:14:27.000Z (over 4 years ago)
- Last Synced: 2024-05-02T06:07:30.793Z (about 2 years ago)
- Language: Python
- Size: 144 KB
- Stars: 0
- Watchers: 1
- Forks: 1
- Open Issues: 1
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Metadata Files:
- Readme: README.md
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README
# Convert American Express CSVs to YNAB
For my personal finance, I use an app called You Need A Budget, or YNAB.
It works pretty well for my needs, but seems to regularly have problems importing
transactions from my American Express card. In a fit of frustration, I built a
little app to conver the AmEx CSV format to the format that YNAB needs, and thought
I would share it here.
## Downloading CSV data from Amex
- Log into Amex
- Click on "Statements and Activity"
- Click on "Recent Transactiosn"
- Click the download button second from the right
- Choose CSV and do NOT check the checkbox
- Transactions will now be downloaded
## Usage
`./convert-amex-to-ynab.py ./sample.csv`
Or, to run the script without cloning this repo:
`curl -s https://raw.githubusercontent.com/dmuth/export-amex-to-ynab/master/convert-amex-to-ynab.py | python3 - ./sample.csv > ynab.csv`
Either invocation will read a CSV file that you downloaded form AmEx and write to stdout
a CSV file that YNAB can understand.
## Uploading converted CSV data to YNAB
- Run the script as detailed above and put the output into a file called `ynab.csv` or similar.
- Log into YNAB in your web browser and go into "All Accounts"
- Click "Import" and click "Choose File"
- Choose the account to import to and click the "Import" button.
- The transactions will be uploaded and you should now see them in YNAB.
## Bugs
- Sometimes YNAB has difficulty parsing transaction dates, but it will ask you to confirm
- Sometimes YNAB doesn't correctly de-dup transactions. In that case, just sort by date, look for duplicate numbers, and delete one.
## Resources