Currency in OFX importing file

My currency is configured as BRL in my Budget Settings. When I import an OFX which has transactions in USD and includes the exchange rate, YNAB is not converting the currency to BRL.

What should I do?

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  • Hi Marcelo !

    Currently, YNAB can only handle one currency in each budget you have and there isn't a conversion feature for direct import. When you import that file the numbers should convert just as they are listed. Once they import, you would need to manually adjust the transaction to the correct amount in BRL.

  • That's a shame. I've developed a script which calculates the right amounts and generates a new OFX file. I just used it and it worked flawlessly. Do you have a place to publish my script to other users?

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    • Marcelo 

      That's wonderful and you're an amazing person for being willing to share! :)

      The Tips & Tricks thread in the Forum would be a great place to post it in case someone else needs it or searches the Forum for a similar answer.

  • Thanks Faness at YNAB . I'll post it in the Tips & Tricks.

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