https://github.com/nielsmaerten/ynab-buddy
Import & upload CSV files from any bank into YNAB
https://github.com/nielsmaerten/ynab-buddy
csv parser ynab youneedabudget
Last synced: 4 months ago
JSON representation
Import & upload CSV files from any bank into YNAB
- Host: GitHub
- URL: https://github.com/nielsmaerten/ynab-buddy
- Owner: nielsmaerten
- License: mit
- Created: 2020-02-17T23:57:28.000Z (over 6 years ago)
- Default Branch: main
- Last Pushed: 2026-03-06T01:02:24.000Z (4 months ago)
- Last Synced: 2026-03-06T01:55:51.290Z (4 months ago)
- Topics: csv, parser, ynab, youneedabudget
- Language: TypeScript
- Homepage:
- Size: 358 MB
- Stars: 27
- Watchers: 0
- Forks: 7
- Open Issues: 3
-
Metadata Files:
- Readme: README.md
- Contributing: docs/CONTRIBUTING.md
- Funding: .github/FUNDING.yml
- License: LICENSE
- Agents: AGENTS.md
Awesome Lists containing this project
- awesome-ynab - YNAB Buddy
README
# ynab-buddy
### Easily convert (csv) files from _any_ bank and upload them directly to your [YNAB](https://ynab.com) 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](https://github.com/nielsmaerten)
> [](https://codecov.io/gh/nielsmaerten/ynab-buddy) [](https://github.com/nielsmaerten/ynab-buddy/actions/workflows/test.yml)
## 📚 Table of Contents
- [🚀 How to Install](#how-to-install)
- [📈 How to Use](#how-to-use)
- [⚙️ How to Configure](#how-to-configure)
- [🆘 Where to Get Help](#where-to-get-help)
- [😊 Coffee?](#😊-coffee)
- [⚠️ Disclaimer](#disclaimer)
## 🚀 How to Install
- If you've got Node.js installed, running ynab-buddy is as easy as:
```bash
npx ynab-buddy
```
- Don't have Node.js? No worries! Download a pre-built executable for your OS from the [releases page](https://github.com/nielsmaerten/ynab-buddy/releases/latest).
## 📈 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.
- Config location: `~/ynab-buddy/config.yaml` (auto-created on first run)
- Hooks (optional): place `~/ynab-buddy/hooks.js` to customize parsing. To create a starter hooks file, run `ynab-buddy --setup-hooks`. If the file is absent, hooks are simply disabled.
## 🆘 Where to Get Help
- [FAQs](./docs/FAQ.md)
- For general help: [GitHub Discussions](https://github.com/nielsmaerten/ynab-buddy/discussions)
- For bugs: [GitHub Issues](https://github.com/nielsmaerten/ynab-buddy/issues)
- Tech docs (for developers): [CONTRIBUTING.md](docs/CONTRIBUTING.md)
- Please **DO NOT** contact YNAB Support. This is a community project, not an official YNAB service.
## ☕ budget nerd + coffee = ynab-buddy
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](https://ko-fi.com/nielsmaerten)
[⭐ Leave a star on GitHub](https://github.com/nielsmaerten/ynab-buddy)
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](./LICENSE)