ynab-buddy

December 7, 2025 · View on GitHub

Easily convert (csv) files from any bank and upload them directly to your YNAB Budget.

No more hassle with csv-converters and manual file uploads! Just download transactions from your bank, run ynab-buddy, and watch your transactions appear in YNAB.

https://user-images.githubusercontent.com/4604406/192013081-5b00b20c-9b67-4a74-83b0-f8ba7b728f5e.mp4

Created with ☕ by @nielsmaerten

🚀 How to Install

If you've got Node.js installed, running ynab-buddy is as easy as:
```
npx ynab-buddy
```
Don't have Node.js? No worries! Download a pre-built executable for your OS from the releases page.

📈 How to Use

Download CSV-files containing your transactions from your bank
Run ynab-buddy from your terminal/command line, or double-click the executable
Done! Your transactions are now in YNAB. Start categorizing and take control of your finances :)

When you run ynab-buddy for the first time, a configuration file will be created in your home directory. This file helps ynab-buddy understand the structure of your bank's files and how to process them.

To make ynab-buddy work seamlessly with your bank, open the config file and follow the instructions provided in the comments.

Config location: ~/ynab-buddy/config.yaml (auto-created on first run)
Hooks (optional): place ~/ynab-buddy/hooks.js to customize parsing. To create a starter hooks file, run ynab-buddy --setup-hooks. If the file is absent, hooks are simply disabled.

🆘 Where to Get Help

FAQs
For general help: GitHub Discussions
For bugs: GitHub Issues
Tech docs (for developers): CONTRIBUTING.md
Please DO NOT contact YNAB Support. This is a community project, not an official YNAB service.

☕ budget nerd + coffee = ynab-buddy

Did ynab-buddy save you some time? If so, consider showing your support by buying me a coffee! Your kind gesture helps me continue improving and maintaining this tool for the YNAB community.

☕ Buy me a coffee
⭐ Leave a star on GitHub

Thank you for your support! 🙌

⚠️ Disclaimer

ynab-buddy is a community-made tool for YNAB.
The YNAB support team, while awesome, cannot help you resolve issues with this tool.

This software is provided "as-is", without warranty of any kind. See the full MIT License