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On average, new budgeters save $600 by month two and more than $6,000 the first year! Pretty solid return on investment.
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Looking for a way to import transactions that isn’t Direct Import? Live outside the U.S. or Canada? File-based Importing is here, and it is just for you.
If Direct Import isn’t available for your financial institution, or you simply prefer to import bank files yourself, YNAB’s File-based Importing feature makes that easy. You can import these file formats into YNAB:
In order to import transactions in these files, you’ve got to go to your bank’s website and get the file first. Once you have your file (or files, you can import multiple files at once!), you can start the import process in one of three ways:
Once you’ve done this, you’re just steps away. You’ve now got a few options and settings to make sure your transactions are coming in just the way you want them.
If you’re importing multiple files at once, you will be shown this set of options for each file. For each, adjust your settings, and choose to either Skip that file, or save the settings for that file and move onto the next.