nYNAB Import
Import a budget from an nYNAB export. Can create a new journal or import into an existing one.
What gets imported
| YNAB concept | Surebeans equivalent |
|---|---|
| Accounts | Accounts (Assets, Liabilities) |
| Category Groups | Category groups |
| Categories | Budget categories (envelopes) |
| Transactions | Records |
| Monthly budgets | Plan allocations |
| Payees | Payee field on records |
| Memos | Memo field on records |
| Cleared status | Reconciliation status |
Export format
YNAB exports a .zip file containing CSV files for accounts, budgets, and records.
Incremental import
You can also add new records to an existing journal. Open the journal you want to update, then go to ☰ → Import → From nYNAB export…. Surebeans adds any records that are not already present rather than creating a new journal.
To skip the manual file export, use the nYNAB API import instead.
Import Review
After importing, Import Review appears.
Limitations
- Scheduled records are not imported.
- Goal targets are not imported.
- Loan accounts may need manual review.