Import CSV Starling Statement into YNAB (You Need A Budget)


#1

I’m trying to export CSV files from the app to use in my existing budget software (YNAB v4).

when i try load the file into YNAB it tells me

image

No idea why as when i open the file in excel it doesnt look much different to my legacy bank CSV files which import into YNAB no problems.

Any ideas ?


#2

Hi, I’ll do some testing next week and see if we have the same issue. No immediate reason why it wouldn’t work comes to mind.


#3

Any progress with this Sarah. tried again today and still not working.


#4

@Neil_Pi believe @sarah.guha is on her honeymoon at moment. @JamesPratley are you able to Help.


#5

Hi @Neil_P, it looks like YNAB require a very specific format of each row in the CSV file to be able to import it: http://classic.youneedabudget.com/support/article/csv-file-importing

That support page provides a link to an online tool that you can use to re-order the file into the correct structure for YNAB though. From a quick play with my statement, I think the following mappings in that tool might work:

I don’t have YNAB to verify though! Let me know how you get on,

Sam


YNAB Integration?
#6

Works a treat Sam much appreciated.


#7

Nice response, Sam.


#8

Well done Sam