Import from nYNAB

Import your budget from YNAB (nYNAB / YNAB 7+). This creates a new journal.

Export from YNAB

1. Log in to app.ynab.com.
2. Go to Settings → Export Budget.
3. Download the .zip file.

Import into Surebeans

1. Click ☰ → Import → From nYNAB.
2. Select the .zip file.
3. Desktop: Choose a destination folder. Browser: Surebeans picks a name automatically.
4. Surebeans creates a new journal with your accounts, categories, and records.

What gets imported

• Accounts (checking, savings, credit cards, etc.)
• Category groups and categories → mapped to budget envelopes
• All records with payee, date, amount, category, memo
• Budget allocations per month

After import

Review the Plan view to verify budget allocations carried over correctly.

Keeping up to date

To add new records after the initial import, export your budget from YNAB again and use ☰ → Import → From nYNAB export… on your existing journal. Surebeans will add only the new records.

The nYNAB API import can also pull new records directly from YNAB without a manual file export.