![ynab 4 to be budgeted ynab 4 to be budgeted](http://www.beingfrugal.net/wp-content/uploads/2012/07/ynab4_account_reconcile.jpg)
Set the directory to some place that works well for you (some location you will backup or sync, for example) in the File → Preferences dialog.
#Ynab 4 to be budgeted install
In YNAB4: Install YNAB 4 (see Appendix 1) and set up a new budget. I'll refer to these as Budget.csv and Register.csv from here on out. It contains two files: Budgetname as of date - Budget.csv and Budgetname as of date - Register.csv. Download the resulting zip file (once your browser has stopped freezing if your budget is a bit older), and extract the zip archive. In nYNAB: Export your nYNAB budget by clicking on the budget name in the upper right hand corner → Export Budget. (Not a big deal because they will be easy to filter for, but annoying regardless). Also unhide all of your previously hidden categories, as the import will otherwise not work for them, and you'll have to re-categorise them manually. In nYNAB: Check if any of your category names contain a : or a `, as those are not valid characters in YNAB 4. Please open PRs with updates if you find required changes, or comment on the main issue if it worked for you with a specific scenario, so others will know what works and what doesn't! Preliminaries I also don't use many YNAB features including loans and separate credit card accounts, so the import might not work correctly for them. The memo field will say "Split 1/n" though, so you'll still see which transactions belonged together. Split transactions won't be imported as splits, but rather as individual transactions. Since we're starting with a new YNAB4 budget, nothing will be lost. If things go wrong, you can always delete your YNAB4 data and start again. Caveatsĭon't expect an automated and smooth process – this repo is more of a guide with two helper scripts. But at least, this page supplies a guide for handling this stuff a bit better. Sadly, there is not much scripted at the moment – you will spend time on manual tasks. (If anybody wants to improve this guide with setup instructions, PRs are welcome!)
#Ynab 4 to be budgeted how to
The scripted steps assume that you know how to use Python. You will export your current nYNAB budget, then perform some scripted steps on the exported data, and then gradually import it into a new YNAB4 budget. See Appendix 1 for reasons and how to get YNAB4 running. This page explains how to move from nYNAB to YNAB4 while retaining as much information as possible.