Now that Apple Card transactions can be exported as spreadsheets, is there a manual way to import them into YNAB?

I've been seeing a number of articles lately about a new feature Apple is finally offering with Apple Card: the ability to export transactions in spreadsheet format directly from the iOS Wallet app.  While it looks like transaction export happens on a statement by statement basis (no ability yet to define specific time ranges) my thought is that there surely must be a way to import these sheets into YNAB?  I've never actually done a manual import of CSV into YNAB, so am not sure how difficult the process is -- has anyone tried importing the new Apple Card export sheets?  If so, did you have to do a lot of reformatting to match whatever YNAB expects for the import?

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  • If there is a small number of transactions, it's likely less effort to enter them manually as you go or via scheduled transactions.

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    • dakinemaui Agreed, I was hoping that I could import weekly but as they're aligning it with statements, best that can be done is to import last month's transactions.  That said, might be a good catch-all just in case something was missed somewhere.  

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      • dakinemaui
      • dakinemaui
      • 4 mths ago
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      Tomato Barnacle said:
      might be a good catch-all just in case something was missed somewhere.

      Possibly. I just know it's faster for me to reconcile manually for my low traffic accounts rather than spend the time to dig through menus to configure the transaction download. More than about 15 transactions, though, and the additional overhead to do a file-based import starts to pay off. Good luck!

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  • Importing a .csv file into YNAB can be done but, depending on what information is on the .csv, there will need to be reformatting done. YNAB only likes imports with the Date, Payee, Category, Memo, and Inflow/Outflow. Note, too, that you must choose either Inflow or Outflow... YNAB will not take two columns for this from an import.

    If you are good with basic Excel or Google Sheet formulas, you can create a spreadsheet that will do the work for you. 

    That said, I agree that it is easier (and better) to manually enter transactions.

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  • We were interested in this announcement, too, but so far it looks like you'll only be able to download a monthly statement's worth of transactions. This might help you catch a missed transaction but obviously won't work for keeping your budget up to date.

    If anyone's been able to try it, though, please let me know—I don't have an Apple Card and could be wrong about this!

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  • In the Wallet app, you tap your balance and then Export Transactions. You can get CSV or OFX (YNAB prefers OFX). 
     

    Again it’s at the statement level like mentioned so still not quite as convenient as most cards, but if you’re mostly on top of it and then just use the import to reconcile at the end of the month it could be good. 
     

    The ironic thing is that you can only get the file on your phone, and you can only import the file in YNAB on your computer haha.

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    • Hi Derrick Showers ! Since you shared that link, I wanted to add another one!  The Apple Card for YNAB API add-on that Works with YNAB allows Apple Card holders to email those CSV files and then they'll import.  :)

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