How to Prepare for Taxes with YNAB


In YNAB:

  • File -> Export
  • CSV

In Excel

  • File – Open -> [your file name]-Register.csv
  • Delete all rows that don’t apply to your tax year (as I write this, 2010)
  • Keep the date, category, payee, outflow, and inflow columns (you can delete the others).
  • Highlight all of your columns (five remaining)
  • Data -> Pivot Table Report .. -> Finish
  • Drag the Category field from the Pivot Table Settings box to the Column section (far left of your pivot table Shell)
  • Drag the Outflow field from the Pivot Table Settings box to the Data section (big area of your pivot table).
  • Right-click on the Total column -> Field Settings -> Make sure Sum is selected.