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Re: CSV import via API? Finally fixed the "future transactions" problem. The script ignores future transactions now (Web YNAB will instead move them to today I think). If it turns out that you can create pending…
- Blue Wizard
- Blue_Wizard.14
- 3 wk ago
- API & Integrations
- Reported - view
Create pending transaction?
I upload my CSVs over the API. This fails for transactions that are in the future, so I'm looking for a fix. The website accepts future transactions in CSVs, but changes their date to today.…
- Blue Wizard
- Blue_Wizard.14
- 3 wk ago
- 1 reply
- 44
- API & Integrations
Re: Is it possible to show notes in budget overview? I had the same problem, so I added the 📝 emoji at the end of each category's name that has a note, to remind me to read it, whenever I do something with that category.
- Blue Wizard
- Blue_Wizard.14
- 3 wk ago
- 1
- Using YNAB
- Reported - view
Owing a bit of cash for just a day or two
This is about owing money just briefly, e.g. you forgot your wallet, a friend payed for you, etc. Here's what happened and how I put it in YNAB. I'm not sure I did it right:…
- Blue Wizard
- Blue_Wizard.14
- 3 wk ago
- 2 replies
- 81
- Credit Cards & Debt
Link category to account?
While experimenting with loan accounts, I noticed that they are linked to categories. Can I link any category to any account? My usecase is this: - The laundromat only accepts 1 EUR coins.…
- Blue Wizard
- Blue_Wizard.14
- 3 wk ago
- 1 reply
- 36
- Setting Up Your Budget
Re: API to load OFX I'm in the same situation and got it to work with CSVs (it's the only format my bank offers). It's a much simpler format than OFX, so there is less room for the banks to mess up and it's easier to…
- Blue Wizard
- Blue_Wizard.14
- 4 mths ago
- 1
- API & Integrations
- Reported - view
Re: CSV import via API? Hey @Sea Green Sun, While I do have some more stuff (e.g. americanizing CSVs to make them YNAB-compatible), none of that is on Github yet, because it's currently a bit messy (It's a mix of bash,…
- Blue Wizard
- Blue_Wizard.14
- 5 mths ago
- API & Integrations
- Reported - view
Re: CSV import via API? In case anybody wants to upload a CSV over the command line, here's a simple ruby script to do so. You call it like this: ynab_upload_csv accessToken budgetId accountId myBanksCSVexport.…
- Blue Wizard
- Blue_Wizard.14
- 9 mths ago
- 1
- API & Integrations
- Reported - view
Re: CSV import via API? @Sarah (YNAB Support) Excellent, thanks a lot, that works perfectly! Slight note: In the modell, it says that you should spell "cleared" in lower case, while the example code spells it in upper case:…
- Blue Wizard
- Blue_Wizard.14
- 9 mths ago
- API & Integrations
- Reported - view
CSV import via API?
Hi, Since my banks are not supported, I'm stuck on CSV imports. I wrote a tool that converts my bank's CSVs to a format that can be imported into YNAB and I thought I could simplify the process by…
- Blue Wizard
- Blue_Wizard.14
- 9 mths ago
- 7 replies
- 280
- 1
- API & Integrations

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