Import: CSV

You can import CSV's into YNAB using the following format:

date,amount,description
2018-01-01,-100.45,Tesco
2018-01-02,1.20,Amazon

In this example, you have spent £100.45 at Tesco on the 1st January 2018, and received an inflow of £1.20 from Amazon on the 1nd January 2018.

First of all, get your YNAB Account ID

After you have this, you can import your CSV:

./bin/import csv --format default --path /path/to/csv --ynab_account_id [YNAB Account ID]

The format can be one of the following:

• default
• mbna
• starling
• amex

We create a unique import_id for each transaction that consists of: Fintech-To-YNAB:[amount]:[date]:[occurrence]'. The occurrence is the number of times this combination happened on a given day. This is allows you to trigger imports for CSV's as many times as you like without having to deal with duplicates.