Hey!
I have updated this tool in my fork to make it work with the YNAB web version. It seems they are also linking to my version in the docs: https://docs.youneedabudget.com/article/921-importing-a-csv-file

People are filling issues in your version, which is not really maintained. Maybe it would be good to point out that the supported version is the one I am holding? I have also added support for a few things people have asked in the issues around here, like quoting the values and ability to choose the CSV encoding and I intend to maintain my fork.

Thanks for everything, it was a lot easier building on top of a tool already prepared 🙏 🌟

My bank exports outflows as negative numbers. The converter correctly puts these into the outflow column, but leaves them negative, which breaks the YNAB import.

My banking statement does not have a specific Inflow/Outflow for a transaction. Rather, they have a field that says "in/out" followed by the amount of cash flowing

This can be achieved by allowing a field to be set as switch. All results will then be added as a new row that can be selected.

Guess my bank is just really weird, but I'd love to see this supported!

The CSV export I get from my bank has one column for the "amount", which is positive for Inflows, and negative for Outflows. It would be nice to have an option to handle this automatically.

I tried to run the source on my local machine using Node.JS as explained in the readme. However the repo doesn't include a server.js file.

I downloaded .csv file from PNC and used TNAB CSV converter. It showed me the file, but then said that the file could not be downloaded. Any suggestions? I am using Microsoft Edge on a Windows 10 laptop.

Thanks!

We write 23,99€ instead of 23.99€ and the programm thinks it is 2399€ or sometimes other crazy numbers.

Lines with commas in the amount total are dropped from the export.
Noticed this when converting a Paypal export with transactions or transfers of amounts of $1,000 or more.

Hello!
Great tool! Thanks.

Recently Inoticed that it doesn't recognise a date any longer?! Potentialy beasue the bank has changed the way they export CSV. My date format is DD/MM/YYYY - the program says that the date is invalid.
Can you make a date format selection on the screen as well?

Thank you in advance!

Currently it seems like only US-style formatting of dates are supported. E.g. mm-dd-yyyy.

Should be an option to specify date-format.

Nevermind...figured it out.

Refer to the comment on #5 by @liab.

I am not able to generate the YNAB csv from Chrome. It worked till 2 days ago, but now is not working anymore. I've tried in another computer, but no luck. What should I do?

I tried Chrome and IE, but neither browser was able to save the file. Any thoughts?

Hi,

cool converter. It's a pain to use in Finland though, since both CSV-separarator and decimal separator is different and not recognized by the app.

I'll probably just fork it and hack it to parse my exact case better, but it would be cool if you could select the separator formats (and the date formats) from a dropdown or something.

http://en.wikipedia.org/wiki/Decimal_mark#Hindu.E2.80.93Arabic_numeral_system

Hello,
the YNAB csv is not generatd from my original CSV. The reason my be special Hungarian characters in the csv. If I don't set the "payee" field than it exports fine but when 'payee' field is set to the 2nd column it will not download the converted csv. Please find the screenshot (I was not able to attach the csv here)

When I saved the YNAB data file from firefox, the named it saved it as was XzYTo3id.csv(1).part

Safari only lets you save the file with a .webarchive extension.

It should save with a .csv extension

I processed some data with this tool (which is great. Good work! 👏 ), but the resulting download on my Mac via Chrome was called "download" with no extension.

When I upload a CSV file generated from Simple.com, nothing happens when I click "save YNAB Data"

I"ve tried on both Safari and Chrome multiple times.

I can send in the CSV if it will help.

payee names with a "," in the source csv confuse the app, and all columns for that row get right shifted by one (as the payee name is split over two columns"

here's a sample row of data, for testing:

"2016-11-19","FOOBAR, INC.","","MasterCard Payment","","Miscellaneous","-23.57","","",""

would you be interested in a pull request that fixes this issue?

My bank (Deutsche Bank) puts a bunch of crap in the top few rows of the CSV file. Things like my account number, date downloaded, and a warning message that transactions not yet cleared are not included. They are very definitely Doing It Wrong.... but it seems like it would be easy (and might resolve issue #3, too) to have an input for how many header rows to use.

The guy from Issue #3 can say "0", and I can say "6". In case header rows > 1, really we just take row n -1 to be the start of the file and accept the header row there.

Dear Sirs,

Why would you obfuscate your code like this?
I just want to write this thing in golang since javascript is against my religion.

:(

It could maybe detect if there is a header row based on certain attributes. Like if there is a number in either the input or output column on the first row, that would mean there is no header.

As german speakers (Germany, Austria, Switzerland) we have a weird number (and therefore currency) format, see https://datatables.net/forums/discussion/5765/currency-format-for-different-countries-us-german-french

If there is even enough demand for it (do swiss people have a need for budgeting tools, or is that hardwired into your collective cognitive experience? =)) we could at some point provide an optional dropdown to specify if you're on french or german currency formats.
I see no way to auto-detect the number locale without getting fancy. Any ideas?

In the meantime, here's a fork that works for german-speaking CSVs: https://workflow.github.io/ynab-csv/

Thanks @halloffame for this handy tool, you rock!

Some payee names include a comma. The resulting YNAB-formatted CSV has the content shifted over a column on those rows.

Consider replacing any commas in a payee name with another character, or stripping it out entirely?

Would love the ability to be able to pre-load my check number when realigning from my checking account.