Exporting data FROM an account in YNAB

Hi All,

Newbie alert. I know I can export a Budget, but that only includes a sum of categories by month. It does not include the individual transactions.


Does anyone know how to actually download the transactions from an account into a spreadsheet? 

e.g Jimmy Johns | Category: Fast Food | Amount 9.90 | Date: 12/14/2018

Hopefully this is clear. 

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    • Khaki Storm
    • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
    • Khaki_Storm.1
    • 1 yr ago
    • 1
    • Reported - view

    Nope, I'd like to know too.

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  • When I use the "Export Budget" option I get a ZIP file that creates a folder with two CSV files. One is the Budget (the file ends in "~Budget.csv") and the other is the individual transactions, a file ending in "~Register.csv".  Does that not happen when you export?

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    • Hi I Love Horses !

      When JoeDid described is what should happen when you export your budget. If you open the second file that exports, you should see your transactions. If not, please let me know! :)

      Like 1
  • I am the biggest newbie of all time. I didn't even check the 2nd file. Yes, that's what I was looking for. Thanks.

      • JoeDid
      • Remember: It is To Laugh
      • Purple_rain
      • 1 yr ago
      • 1
      • Reported - view

      I Love Horses 👍There are probably bigger newbies out there, but I'm glad you found it.

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