How do I import transactions into YNAB?
An example of an AI chatbot conversation about importing transactions into YNAB.
How do I import transactions into YNAB?
To import transactions into YNAB, you can use a CSV file or connect your bank account directly. Which method would you prefer?
I want to use a CSV file. What format does it need to be in?
The CSV file should have columns for Date, Payee, Amount, and Category. Make sure to format the Amount as a negative number for expenses.
Got it! How do I actually upload the CSV file?
In YNAB, go to the 'Account' section, click on 'Import', and then select 'Import from File'. Choose your CSV file and follow the prompts.
What if I have duplicate transactions after importing?
YNAB will alert you to duplicates during the import process. You can choose to skip them or review them before finalizing the import.
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