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Import: CSV
Scott Robertson edited this page Aug 17, 2018
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You can import CSV's into YNAB using the following format:
date,amount,description
2018-01-01,-100.45,Tesco
2018-01-02,1.20,Amazon
In this example, you have spent £100.45 at Tesco on the 1st January 2018, and received an inflow of £1.20 from Amazon on the 1nd January 2018.
After you have this, you can import your CSV:
./bin/import csv --format default --path /path/to/csv --ynab_account_id [ACCOUNT ID](https://github.com/scottrobertson/fintech-to-ynab/wiki/YNAB-Account-ID)
We create a unique import_id
for each transaction that consists of: Fintech-To-YNAB:[amount]:[date]:[occurrence]'
. The occurrence
is the number of times this combination happened on a given day. This is allows you to trigger imports for CSV's as many times as you like without having to deal with duplicates.