How to import categories from csv
Hi, is there a possibility to import categories from the csv file? All my transactions are imported correctly, however the category field is lost.
I already tried naming the category column 'Category Group/Category' as well as 'Category Group' for main category and 'Category' for subcategory. I tried a dozen combinations of that. Nothing worked
The categories that I want to import already exists in the app (I entered them manually)
Hi Slate Blue Hail !
Sorry for the inconvenience!
Our File Based Import feature currently does not import categories. However, you can still use the Payee Management feature to help categorize your transactions based on the Payee. :)
I just ran into this as well. This worked fine in YNAB 4 (using column name "Category" and values formatted as "Category Group: Category") and I rely on it heavily for categories defined by a custom script. It'd be a major pain to have to go back to doing this manually for cases that don't happen to line up neatly by payee.
When it's as simple as reading in a specific column, why leave such a basic feature out of the new YNAB? I'm in a trial now and this is the single biggest thing so far that's making me hesitant to switch.
The old docs actually put it perfectly: "Looking at past spending can be helpful in determining trends, however, If you import several months of history, you will have to categorize every transaction. This is a time consuming and tedious task with limited value."
I'm in Day 5 or so of the Trial. Excited. Look up file importing and see there is NO WAY TO IMPORT CATEGORIES.
Um. Huh? So, I have to abandon about a year's worth of work (currently using Tiller) to use YNAB? Um...NO. NO. NO. NO. NO. NO. NO. NO. NO. NO.
Despite all the good work it looks like you have done, ya'll seem somewhat amateurish if you are not interested in on-boarding customers who are currently using your competitors' apps. Really bad business decision.
Thanks, Faness! Sorry about my rant. I have ADHD and it took me about 4 months to get 2019 YTD into my previous money management app. Thinking that all that (excruciating for me) work was wasted in moving to YNAB sent me right over the edge.
I have decided to move forward with YNAB, given that everything I have seen is so excellent. Perhaps I can use my historical data as a reference in setting certain particular budget amounts, but I also take your point that a fresh look at the future without the "bias" of my history might provide some interesting and useful insights!
Again, I do appreciate your generosity in responding quickly and so graciously. Best wishes to you all.
I had my « partner » meeting about using one budget instead of 3. I was preparing the transition and the plan was either
a) to create a new account and import Both of our history....
b) use her account and import mine
it looks like ... it’s a start over situation. I am not happy, I fell trapped.
Is there another way to import from YNAB 4 (apart from CSV) and keep the categories? I noticed above that someone had the categories in YNAB 4 but was using CSV to import which then doesn’t transfer the categories. Are there other ways to import from YNAB 4 and if so could that be a work around: import categories into YNAB 4 (if you can get a copy) and then import from YNAB 4 using a non-CSV method. Sorry if I missed something that has already been said.
Hello, Khaki Piranha ! If you migrate your YNAB 4 budget to the web-based version of YNAB, your categories will remain intact, but it's probably not a practical solution if you don't already have a working YNAB 4 budget.
I manage to import csv. File with 22’000 Data from 6 years of budgeting in “Money from Jumsoft” to YNAB! At the bottom in YNAB: all the past categorys are right, all the past memos are right, but I lost all the Payee. For me the “category” is more important then a “payee” in the past last 6 years.
This was unfortunately only with a little bit of manual work possible.
1) I made one export file from money jumsoft as a csv. File (Excel)
2) Then I convert it with a program YNAB Converter (https://aniav.github.io/ynab-csv/)
3) I adjust all the “Categorys” as a “Memo” (this is the trick!), and all the “Memo” as a “Payee”
4) Then I create in YNAB one Konto named as “ARCHIV” an I import all the 22’000 file in this one Konto in YNAB
5) After importing the file I select all the same MEMO (this are actually categories) and put them with “Edit” in the same named category as written in Memo
6) Ca. 3 hours of work: 6 years of data are in one ARCHIV-Konto in YNAB, all the categorys are right, all the Memo are right, the Payees are unfortunately missing
(You can also import all categorys and payees, but you have to loos memo – as you like).