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Juanpe Araque edited this page May 3, 2025 · 6 revisions

YNAB Unlinked

YNAB Unlinked is a tool that allows YNAB users to publish transactions to their unlinked YNAB accounts from extracts of entities that are not supported by YNAB. While YNAB allows to import transactions from CSV files, many entities around the world do not export transactions in CSV format.

Other tools allowing doing this but sometime they require to trust them with your financial data, which I am not a huge fan of. YNAB Unlinked does not store any data outside your own computer.

Installation

Follow the steps on the Installation and Setup page.

How does it work?

Warning

At the moment YNAB Unlinked only works in MacOS and Linux. This is due to how we estore the configuration of the tool and the fact that I odn't own a Windows machine to validate it. Contributions to make them work in Windows are welcome.

YNAB Unlinked is a CLI tool that reads an input file containing transactions from a given entity and loads them into YNAB. As simple as running

hatch run yul load <myentity> <path/to/file>

It leverages the YNAB API to import transactions from any file format from any entity.

YNAB Unlinked will read the file and extract the transactions in it, matching them with the ones present in the account you want to import them to. Read more about how transactions are matched in the Matching Transaction page.

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