Import
Bring data into Surebeans from external sources.
New Journal creates a fresh journal from the import. Existing Journal adds records to a journal you already have open.
| Source | New Journal | Existing Journal | Description |
|---|---|---|---|
| nYNAB | Yes | Yes | Import from nYNAB export |
| nYNAB API | Yes | Yes | Import directly from the YNAB API |
| YNAB 4 | Yes | Yes | Import from YNAB 4 budget folder |
| File (CSV, OFX/QFX) | No | Yes | Import records from bank-exported files |
| SimpleFIN | No | Yes | Import via account aggregation service |
| hledger | No | Yes | Import from an hledger journal file |
| Beanscrape | No | Yes | Import via browser-based bank scraping |
For sources that don’t support creating a new journal, create one from scratch first.