ynabimport

Cook data from banks for import into YNAB. Entirely based on guesswork and reverse-engineering from failures, so ymmv.

Building

I have re-implemented this in Go. Check out the perl branch for the old perl version. It's much easier to make self-contained multi-platform binaries with Go. I intend to build some soon so you don't have to build it yourself.

To build from source, you need Go installed and your $GOPATH set up. Then it's as easy as:

  go get github.com/jamesmcdonald/ynabimport

Running

I have designed the default behaviour in such a way that you can either use ynabimport from the command line or by simply dropping files on it.

Run with something like:

  ynabimport 8888888888_2016_07_12-2016_08_05.csv

Where 8888888888_2016_07_12-2016_08_05.csv is the file you downloaded from the bank. By default, it expects the format Skandiabanken uses.

In a GUI, just drop your files on the ynabimport icon.

This will create a file (or files) in the same place as the original with the same base name, but with the extension .ynabimport.csv. In our example, the new file would be called 8888888888_2016_07_12-2016_08_05.ynabimport.csv.

Drag the resulting CSV from your desktop into YNAB. Behold the magic! You will almost certainly need to mess around with the payee names.

But I don't use Skandiabanken!

I have added support for DnB as well, possibly with other banks to follow. Changing format is slightly more complicated, but not terribly. From the command line it's just:

  ynabimport -format dnb somefile.csv

To be able to drag-and-drop, you'll have to make a new shortcut, and set the target to include the format option, for example "C:\Program Files\Awesome Programs\ynabimport.exe" -format dnb.

Getting data

You need to get a 'CSV' or 'text' download from the relevant bank. The important thing is downloading the data with semicolon-separated fields, because that's what the script expects. This is the default in Skandiabanken. Detailed instructions for Skandiabanken are below; for other banks the procedure should be similar.

Skandiabanken export

Go to Kontoutskrift and select the date range you're interested in. It doesn't work very well with 'Siste 30 dager' because there are usually uncleared junk transactions at the top that just say 'Varekjøp'. I usually do from a couple of days before the last import until yesterday.

Click 'Last ned', 'CSV'
Select the defaults
- Skilletegn: Semikolon
- Decimaltegn: Komma
Click 'Last ned CSV'