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machulav/ynab-import

unversioned · d76f53b97b5b

Imports a YNAB (You Need A Budget) Register CSV export into your hledger ledger: maps accounts, categories and payees with you, then converts the transactions and reconciles opening balances.

GitHub

ynab-import plugin

An Accountant24 plugin that migrates a YNAB (You Need A Budget) Register CSV export into an hledger ledger.

What it does

  • Scans your YNAB Register CSV and shows what it contains (accounts, categories, payees, date range).
  • Builds an account/category mapping together with you — nothing is converted until you approve it.
  • Converts the history with a deterministic Python 3 script (no dependencies), handling transfers and split transactions.
  • Wires the generated journal files into the ledger and reconciles opening balances.
  • Verifies the result with hledger and reports what was imported.

Install

  1. Open Accountant24 and go to Settings → Plugins.
  2. Find ynab-import in the marketplace and click Install.

The plugin is available immediately — type / in the message box and ynab-import:ynab-import should appear in the list.

Use

Type / in the message box and pick ynab-import:ynab-import, or just ask:

Import my YNAB export into my ledger.

The agent guides you through the migration step by step: it tells you which file to export from YNAB, scans it, builds the account and category mapping with you, and only converts and wires in the history once you approve the mapping.

License

MIT