Skip to content
Torben Gundtofte-Bruun edited this page Apr 16, 2019 · 42 revisions

YNAB documentation: File Based Importing:

  • QFX and OFX (recommended)
  • QIF
  • CSV (last resort!)

CSV import

We're going to choose CSV because only some banks might offer QFX or QIF formats while most banks offer CSV either as default or as fallback. So CSV is the most common format that makes sense to support.

But it doesn't end with CSV! bank2ynab also supports other formats as long as they are readable; it's easy to create a plugin for every format that isn't a straightforward CSV.

Formats

bank2ynab is ready to support a large amount of bank formats. Here is a list of "format" tickets we already know about, as well as these survey results.

TL;DR: Tell us the default file name when you download the CSV from your bank, and give us a short anonymized sample file. We'll create a converter in an instant.

Dates

Dates are treated in a special way. See DateFormatting for details.


Default export filename unknown

In some cases, we know all about a bank's format - except the default filename of the CSV file. When this happens, we still add the format to the configuration, but we include a note to users, urging them to report the correct default filename if they know it. The note links to the page MissingDefaultFilename.