How to import a Line of Credit account?
As I look to get back on track, I want to get my Line of Credit(LoC) into YNAB. I set up an account for it and now want to import the statements. Alas, they only offer PDF downloads.
How does everyone deal with only getting PDF's? Conversion tools? Copy/paste into csv files?
Any help is greatly appreciated!
Hi Khaki Pegasus !
Are you able to reach out to the financial institution that provides that LoC? Sometimes, the institution is able to provide statements in a different format if you request it.
PDFs can be difficult to extract information from - you can only copy and paste the information in certain situations.
If you can't access a different file type, Scheduled Transactions and manual entry on the mobile apps can help you keep things up to date. :)Reply