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YNAB 4 Import

Import a budget from YNAB 4 (classic desktop version). Creates a new journal.

See the Quick Start guide for step-by-step instructions.

What gets imported

Same mapping as nYNAB import: accounts, categories, records, and budget allocations.

Data format

YNAB 4 stores budgets as .ynab4 folders containing JSON/SQLite files. Surebeans reads this format directly.

Typical locations

OSPath
macOS/Linux~/Dropbox/YNAB/
WindowsC:\Users\<you>\Dropbox\YNAB\

Limitations

  • Scheduled records are not imported.
  • YNAB 4’s “Red Arrow Right” behavior is not replicated.